ALLIO SMART PORTFOLIOS Trademark
Trademark Overview
On Thursday, July 25, 2024, a trademark application was filed for ALLIO SMART PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the ALLIO SMART PORTFOLIOS trademark a serial number of 98667476. The federal status of this trademark filing is FIRST EXTENSION - GRANTED as of Tuesday, December 16, 2025. This trademark is owned by Allio Fintech Corporation. The ALLIO SMART PORTFOLIOS trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:
Downloadable software application for mobile and web enabled devices for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; Downloadable software application for mobile and web enabled devices for providing information in the field of finance, securities trading, and investments; Downloadable software application for mobile and web enabled devices enabling consumers to make, process, and transfer investments directly into financial portfolios; Downloadable software application for mobile and web enabled devices enabling consumers to manage personal financial accounts, monitor financial transactions, account balances, and goals, and receive investment advisory and brokerage services; Downloadable software application for mobile and web enabled devices for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; Downloadable software application for mobile and web enabled...
Providing financial services for others, namely, management of personal financial accounts, monitoring of financial transactions and account balances, investment advisory services, brokerage of financial securities, budgetary and financial goal services; Providing saving, retirement, and investment accounts for others; Providing investment research and investment recommendations for others; Providing financial advising and information for others by electronic means in the field of financial accounts, budgeting, securities trading, and investments
General Information
| Serial Number | 98667476 |
| Word Mark | ALLIO SMART PORTFOLIOS |
| Filing Date | Thursday, July 25, 2024 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Tuesday, December 16, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 22, 2025 |
Trademark Statements
| Goods and Services | Downloadable software application for mobile and web enabled devices for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; Downloadable software application for mobile and web enabled devices for providing information in the field of finance, securities trading, and investments; Downloadable software application for mobile and web enabled devices enabling consumers to make, process, and transfer investments directly into financial portfolios; Downloadable software application for mobile and web enabled devices enabling consumers to manage personal financial accounts, monitor financial transactions, account balances, and goals, and receive investment advisory and brokerage services; Downloadable software application for mobile and web enabled devices for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; Downloadable software application for mobile and web enabled devices for providing information in the field of finance, securities trading, and investments; Downloadable software application for mobile and web enabled devices enabling consumers to make, process, and transfer investments directly into financial portfolios; Downloadable software application for mobile and web enabled devices enabling consumers to manage personal financial accounts, monitor financial transactions, account balances, and goals, and receive investment advisory and brokerage services |
| NOT AVAILABLE | "SMART PORTFOLIOS" |
| Goods and Services | Providing financial services for others, namely, management of personal financial accounts, monitoring of financial transactions and account balances, investment advisory services, brokerage of financial securities, budgetary and financial goal services; Providing saving, retirement, and investment accounts for others; Providing investment research and investment recommendations for others; Providing financial advising and information for others by electronic means in the field of financial accounts, budgeting, securities trading, and investments |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 25, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Allio Fintech Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98121
US |
| Party Name | Allio Fintech Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98121
US |
Trademark Events
| Event Date | Event Description |
| Thursday, July 25, 2024 | NEW APPLICATION ENTERED |
| Thursday, January 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 3, 2025 | ASSIGNED TO EXAMINER |
| Thursday, February 13, 2025 | PRIORITY ACTION WRITTEN |
| Thursday, February 13, 2025 | PRIORITY ACTION E-MAILED |
| Thursday, February 13, 2025 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Wednesday, March 19, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 19, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 19, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 25, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 16, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 22, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 22, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 17, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 16, 2025 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, December 16, 2025 | SOU EXTENSION 1 FILED |
| Tuesday, December 16, 2025 | SOU EXTENSION 1 GRANTED |
| Wednesday, December 17, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, June 16, 2026 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, June 16, 2026 | TEAS REQUEST TO DIVIDE RECEIVED |
| Tuesday, June 16, 2026 | TEAS STATEMENT OF USE RECEIVED |
