| Serial Number | 90329376 |
| Word Mark | INTELLIFLO PORTFOLIO |
| Filing Date | Thursday, November 19, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 22, 2022 |
| Registration Number | 6907807 |
| Registration Date | Tuesday, November 22, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 22, 2021 |
| Pseudo Mark | INTELLIGENT FLOW PORTFOLIO |
| Goods and Services | Providing information, commentary and advice in the field of financial investments |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Goods and Services | Providing temporary use of a web-based software application for assisting financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of a web-based software application for financial advisers to assist with client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led automated advice |
| 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 | Saturday, January 23, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 1, 2021 |
| First Use In Commerce Date | Monday, March 1, 2021 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 23, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, March 1, 2021 |
| First Use In Commerce Date | Monday, March 1, 2021 |
| Party Name | Intelliflo Limited |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | London SW197PA GB |
| Party Name | Intelliflo Limited |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | London SW197PA GB |
| Party Name | Intelliflo Limited |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Surrey KT12BQ GB |
| Event Date | Event Description |
| Tuesday, November 22, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, November 22, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, October 19, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 18, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, August 26, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, August 25, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, August 16, 2022 | USE AMENDMENT FILED |
| Thursday, August 25, 2022 | SOU EXTENSION 2 GRANTED |
| Tuesday, August 16, 2022 | SOU EXTENSION 2 FILED |
| Wednesday, August 24, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, August 16, 2022 | TEAS EXTENSION RECEIVED |
| Tuesday, August 16, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Friday, June 10, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, June 10, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 10, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, February 17, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, February 15, 2022 | SOU EXTENSION 1 GRANTED |
| Tuesday, February 15, 2022 | SOU EXTENSION 1 FILED |
| Tuesday, February 15, 2022 | TEAS EXTENSION RECEIVED |
| Wednesday, January 26, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, January 12, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, January 12, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 12, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, August 17, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 22, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 22, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 2, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, June 2, 2021 | ASSIGNED TO EXAMINER |
| Friday, May 14, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 14, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 14, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, May 14, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Friday, May 14, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, May 3, 2021 | ASSIGNED TO EXAMINER |
| Saturday, January 23, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, November 23, 2020 | NEW APPLICATION ENTERED IN TRAM |