EF PORTFOLIO Trademark

Trademark Overview


On Monday, April 20, 2026, a trademark application was filed for EF PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the EF PORTFOLIO trademark a serial number of 99775644. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 20, 2026. This trademark is owned by EFportfolio LLC. The EF PORTFOLIO trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for Financial investment analysis, financial management and consultation; Software as a service (SAAS) services featuring software for investment research, stock research, financial investment analysis, and investment advisory services; Providing temporary use of on-line non-downloadable cloud computing software for financial investment analysis, financial management, and consultation

Financial analysis and consultation; Financial portfolio analysis services; Financial investment analysis and stock research; Financial planning; On-line financial planning services; Financial risk assessment services; Financial information and advisory services; Investment advice; Investment advisory services
ef portfolio

General Information


Serial Number99775644
Word MarkEF PORTFOLIO
Filing DateMonday, April 20, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, April 20, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesArtificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for Financial investment analysis, financial management and consultation; Software as a service (SAAS) services featuring software for investment research, stock research, financial investment analysis, and investment advisory services; Providing temporary use of on-line non-downloadable cloud computing software for financial investment analysis, financial management, and consultation
Goods and ServicesFinancial analysis and consultation; Financial portfolio analysis services; Financial investment analysis and stock research; Financial planning; On-line financial planning services; Financial risk assessment services; Financial information and advisory services; Investment advice; Investment advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 20, 2026
Primary Code036
First Use Anywhere DateThursday, February 20, 2025
First Use In Commerce DateWednesday, March 18, 2026

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 DateMonday, April 20, 2026
Primary Code042
First Use Anywhere DateThursday, February 20, 2025
First Use In Commerce DateWednesday, March 18, 2026

Trademark Owner History


Party NameEFportfolio LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSacramento, CA 95816
US

Trademark Events


Event DateEvent Description
Monday, April 20, 2026APPLICATION FILING RECEIPT MAILED
Monday, April 20, 2026NEW APPLICATION ENTERED