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Official data from USPTO

PORTFOLIO FOR THE FUTURE

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PORTFOLIO FOR THE FUTURE

ST13

US500000097207360

Class

36, 41

Filing

97207360

Registration

6797875

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

22

Latest update

01/31/2026

Trademark type

Word

Nice classes

36, 41

Filing date

01/07/2022

Registration date

07/19/2022

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/19/2022

Last transaction

01/31/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

07/14/2021

First use in commerce

07/14/2021

Drawing code

4

Owner type

99

Owner location

Amherst, MA

Examiner

BLANDU, FLORENTINA

Law office

M80

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Chartered Alternative Investment Analyst Association, Inc.

Representatives

Robert M. O'Connell, Jr. Nutter McClennen & Fish LLP

Technical classification

Nice Classes

Class 36Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Providing a web site featuring financial information in the nature of financial analysisresearch and opinion about securities and investments; providing a web site featuring news reporting services in the field of financial news

Class 41

Electronic publishing servicesproviding a website featuring non-downloadable publications in the nature of articles and newsletters in the fields of securities and investments which provides the user with informationanalysisresearchopinion and news

Publications

History of USPTO decisions and trademark events.

22 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/29/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

01/29/2026

REAP

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

01/29/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/27/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/27/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/27/2023

REAP

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

02/27/2023

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/27/2023

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/19/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

07/19/2022

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/03/2022

PUBO

PUBLISHED FOR OPPOSITION

05/03/2022

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/13/2022

ALIE

ASSIGNED TO LIE

03/29/2022

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/25/2022

XAEC

EXAMINER'S AMENDMENT ENTERED

03/25/2022

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

03/25/2022

GNEA

EXAMINERS AMENDMENT E-MAILED

03/25/2022

CNEA

EXAMINERS AMENDMENT -WRITTEN

03/25/2022

DOCK

ASSIGNED TO EXAMINER

03/20/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/13/2022

NWAP

NEW APPLICATION ENTERED

01/11/2022

Continuous trademark protection

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