NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/28/2025
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Official data from USPTO
PORTFOLIOCENTER
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PORTFOLIOCENTER
ST13
US500000076386662Class
9, 35, 36, 41, 42
Filing
76386662
Registration
2952283
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
56
Latest update
08/29/2025
Trademark type
Word
Nice classes
9, 35, 36, 41, 42
Filing date
03/22/2002
Registration date
05/17/2005
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/28/2025
Last transaction
08/29/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
02/20/2004
First use in commerce
02/20/2004
Drawing code
1
Owner type
03
Owner location
Seattle, WA
Examiner
RAUEN, JAMES
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
TAMARAC INC.
Performance Technologies, Inc.
Representatives
Melissa S. Dillenbeck Faegre Drinker Biddle & Reath LLP
Technical classification
Nice Classes
Class 9Class 35Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software for use by investment managers to manage database information in the field of investment portfolio managementfor accountingfor preparing client reportsfor connecting various computers into a computer network for client communication managementfor tracking performance of investments
Class 35
Data processing services for others
Class 36
Providing information for investment professionalsinformation concerning financial portfolio accountingautomated financial client communications managementreporting of investment performancereporting of client financial account information over computer networks
Class 41
Educational servicesproviding training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management
Class 42
Computer technical support servicestroubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet
Publications
History of USPTO decisions and trademark events.
56 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
08/28/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/28/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/28/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
04/22/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/04/2024
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/17/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
03/29/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/29/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/29/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/29/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
03/29/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/11/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/24/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/24/2019
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
10/09/2014
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
10/09/2014
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
10/09/2014
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/09/2014
E89R
TEAS SECTION 8 & 9 RECEIVED
09/30/2014
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/30/2014
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/25/2012
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/25/2012
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/17/2011
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/16/2011
E815
TEAS SECTION 8 & 15 RECEIVED
04/25/2011
R.PR
REGISTERED-PRINCIPAL REGISTER
05/17/2005
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
03/25/2005
ALIE
ASSIGNED TO LIE
03/18/2005
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/15/2005
ACEC
AMENDMENT FROM APPLICANT ENTERED
03/15/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/01/2005
PAPER RECEIVED
03/01/2005
CNRT
NON-FINAL ACTION MAILED
12/01/2004
CNRT
SU - NON-FINAL ACTION - WRITTEN
11/30/2004
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/10/2004
IUAF
USE AMENDMENT FILED
07/26/2004
PAPER RECEIVED
07/26/2004
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
05/11/2004
PUBO
PUBLISHED FOR OPPOSITION
02/17/2004
NPUB
NOTICE OF PUBLICATION
01/28/2004
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/11/2003
DOCK
ASSIGNED TO EXAMINER
12/11/2003
DOCK
ASSIGNED TO EXAMINER
12/09/2003
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/23/2003
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/23/2003
CNFR
FINAL REFUSAL MAILED
10/29/2003
CFIT
CASE FILE IN TICRS
10/16/2003
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/15/2003
PAPER RECEIVED
09/15/2003
CNRT
NON-FINAL ACTION MAILED
03/12/2003
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/30/2003
PAPER RECEIVED
01/30/2003
DOCK
ASSIGNED TO EXAMINER
01/08/2003
CNRT
NON-FINAL ACTION MAILED
08/07/2002
DOCK
ASSIGNED TO EXAMINER
07/17/2002
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