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Official data from USPTO

PORTFOLIO360

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PORTFOLIO360

ST13

US500000078906377

Class

42

Filing

78906377

Registration

3562646

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

49

Latest update

04/29/2022

Trademark type

Word

Nice classes

42

Filing date

06/12/2006

Registration date

01/13/2009

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/07/2019

Last transaction

04/29/2022

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

11/17/2008

First use in commerce

11/17/2008

Drawing code

4

Owner type

03

Owner location

WAKEFIELD, MA, US

Examiner

HAN, DAWN L

Law office

L70

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

VESTMARK, INC.
ADVANCED OBJECTS, INC.
Peterson, Jeff

Representatives

Thomas D. Bratschun Adsero IP

Technical classification

Nice Classes

Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 42

PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT

Publications

History of USPTO decisions and trademark events.

49 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

06/07/2019

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

06/07/2019

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

06/07/2019

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/07/2019

E89R

TEAS SECTION 8 & 9 RECEIVED

05/02/2019

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

01/13/2018

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/29/2015

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

07/29/2015

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

07/15/2015

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

04/19/2014

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

04/19/2014

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/19/2014

815F

REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

04/07/2014

E815

TEAS SECTION 8 & 15 RECEIVED

04/07/2014

R.PR

REGISTERED-PRINCIPAL REGISTER

01/13/2009

FIXD

ELECTRONIC RECORD REVIEW COMPLETE

12/08/2008

ERRR

ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED

12/05/2008

REGV

LAW OFFICE REGISTRATION REVIEW COMPLETED

12/04/2008

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

12/04/2008

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

12/03/2008

SUPC

STATEMENT OF USE PROCESSING COMPLETE

11/20/2008

IUAF

USE AMENDMENT FILED

11/18/2008

INOA

AMENDMENT AFTER NOA NOT ENTERED

11/18/2008

EISU

TEAS STATEMENT OF USE RECEIVED

11/18/2008

EPPA

TEAS POST PUBLICATION AMENDMENT RECEIVED

11/18/2008

EX2G

SOU EXTENSION 2 GRANTED

10/17/2008

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

10/17/2008

EXT2

SOU EXTENSION 2 FILED

10/16/2008

EEXT

SOU TEAS EXTENSION RECEIVED

10/16/2008

EX1G

SOU EXTENSION 1 GRANTED

04/22/2008

EXT1

SOU EXTENSION 1 FILED

04/15/2008

EEXT

SOU TEAS EXTENSION RECEIVED

04/15/2008

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/15/2008

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

04/15/2008

NOAM

NOA MAILED - SOU REQUIRED FROM APPLICANT

10/23/2007

PUBO

PUBLISHED FOR OPPOSITION

07/31/2007

NPUB

NOTICE OF PUBLICATION

07/11/2007

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

05/10/2007

ALIE

ASSIGNED TO LIE

05/10/2007

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/20/2007

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/21/2007

XAEC

EXAMINER'S AMENDMENT ENTERED

03/21/2007

GNEA

EXAMINERS AMENDMENT E-MAILED

03/21/2007

CNEA

EXAMINERS AMENDMENT -WRITTEN

03/21/2007

GNRT

NON-FINAL ACTION E-MAILED

11/21/2006

CNRT

NON-FINAL ACTION WRITTEN

11/21/2006

DOCK

ASSIGNED TO EXAMINER

11/13/2006

MPMK

NOTICE OF PSEUDO MARK MAILED

06/17/2006

NWAP

NEW APPLICATION ENTERED

06/16/2006

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