Trademark: 88827244
Word
P
Status
Registered
Status Code
700
Status Date
Tuesday, December 14, 2021
Serial Number
88827244
Registration Number
6591160
Registration Date
Tuesday, December 14, 2021
Mark Type
5000
Filing Date
Monday, March 9, 2020
Published for Opposition
Tuesday, August 17, 2021

Trademark Owner History
Portfolio BI, Inc. - Original Registrant

Classifications
9 computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management
36 financial management services, namely, business intelligence and financial project management and support of investment tracking
35 business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation
42 providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services
The mark consists of the stylized depiction of the letter "P".
PORTFOLIO
Color is not claimed as a feature of the mark.

Trademark Events
May 10, 2023
Teas Change Of Correspondence Received
May 10, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
May 10, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 14, 2021
Registered-Principal Register
Nov 9, 2021
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 8, 2021
Allowed Principal Register - Sou Accepted
Nov 5, 2021
Statement Of Use Processing Complete
Oct 18, 2021
Use Amendment Filed
Nov 4, 2021
Case Assigned To Intent To Use Paralegal
Oct 18, 2021
Teas Statement Of Use Received
Oct 12, 2021
Noa E-Mailed - Sou Required From Applicant
Aug 17, 2021
Official Gazette Publication Confirmation E-Mailed
Aug 17, 2021
Published For Opposition
Jul 28, 2021
Notification Of Notice Of Publication E-Mailed
Jul 12, 2021
Approved For Pub - Principal Register
Jul 10, 2021
Teas/Email Correspondence Entered
Jul 9, 2021
Correspondence Received In Law Office
Jul 9, 2021
Teas Response To Office Action Received
Jan 9, 2021
Notification Of Non-Final Action E-Mailed
Jan 9, 2021
Non-Final Action E-Mailed
Jan 9, 2021
Non-Final Action Written
Jan 4, 2021
Previous Allowance Count Withdrawn
Dec 15, 2020
Withdrawn From Pub - Og Review Query
Dec 1, 2020
Approved For Pub - Principal Register
Nov 12, 2020
Teas/Email Correspondence Entered
Nov 11, 2020
Correspondence Received In Law Office
Nov 11, 2020
Teas Response To Office Action Received
May 13, 2020
Notification Of Non-Final Action E-Mailed
May 13, 2020
Non-Final Action E-Mailed
May 13, 2020
Non-Final Action Written
May 8, 2020
Assigned To Examiner
Mar 14, 2020
New Application Office Supplied Data Entered
Mar 12, 2020
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24