ASI PORTFOLIO REBALANCING SOLUTION Trademark

Trademark Overview

On Tuesday, August 12, 2008, a trademark application was filed for ASI PORTFOLIO REBALANCING SOLUTION with the United States Patent and Trademark Office. The USPTO has given the ASI PORTFOLIO REBALANCING SOLUTION trademark a serial number of 77544860. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, September 7, 2018. This trademark is owned by Advisor Software, Inc.. The ASI PORTFOLIO REBALANCING SOLUTION trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of on-line non-downloadable software for purposes of rebalancing an investment portfolio
asi portfolio rebalancing solution

General Information

Serial Number77544860
Word MarkASI PORTFOLIO REBALANCING SOLUTION
Filing DateTuesday, August 12, 2008
Status800 - REGISTERED AND RENEWED
Status DateFriday, September 7, 2018
Registration Number3646200
Registration DateTuesday, June 30, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 14, 2009

Trademark Statements

Pseudo MarkADVISOR SOFTWARE INC PORTFOLIO REBALANCING SOLUTION
Disclaimer with Predetermined Text"PORTFOLIO REBALANCING SOLUTION"
Goods and ServicesProviding temporary use of on-line non-downloadable software for purposes of rebalancing an investment portfolio

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, August 15, 2008
Primary Code042
First Use Anywhere DateThursday, March 22, 2007
First Use In Commerce DateThursday, March 22, 2007

Trademark Owner History

Party NameREFINITIV US LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10036
Party NameAdvisor Software, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWalnut Creek, CA 94596
Party NameAdvisor Software, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
Addresslafayette, CA 94549
Party NameAdvisor Software, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
Addresslafayette, CA 94549

Trademark Events

Event DateEvent Description
Monday, July 11, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, July 11, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 11, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 11, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 11, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 22, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 22, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 22, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, December 22, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, December 22, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, December 9, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, September 7, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, September 7, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, September 7, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, September 7, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 29, 2018TEAS SECTION 8 & 9 RECEIVED
Wednesday, August 29, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, June 30, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, March 13, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, March 13, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, March 13, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, February 27, 2015TEAS SECTION 8 & 15 RECEIVED
Tuesday, June 30, 2009REGISTERED-PRINCIPAL REGISTER
Tuesday, April 14, 2009PUBLISHED FOR OPPOSITION
Wednesday, March 25, 2009NOTICE OF PUBLICATION
Saturday, March 7, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, March 5, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 4, 2009EXAMINER'S AMENDMENT ENTERED
Wednesday, March 4, 2009ASSIGNED TO LIE
Tuesday, March 3, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 3, 2009EXAMINERS AMENDMENT E-MAILED
Tuesday, March 3, 2009EXAMINERS AMENDMENT -WRITTEN
Thursday, November 20, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 20, 2008NON-FINAL ACTION E-MAILED
Thursday, November 20, 2008NON-FINAL ACTION WRITTEN
Thursday, November 20, 2008ASSIGNED TO EXAMINER
Saturday, August 16, 2008NOTICE OF PSEUDO MARK MAILED
Friday, August 15, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

solution rebalancing portfolio investment purposes software temporary line downloadable providing