| Serial Number | 76546129 |
| Word Mark | OPTFOLIO |
| Filing Date | Monday, September 8, 2003 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, July 4, 2025 |
| Registration Number | 2912359 |
| Registration Date | Tuesday, December 21, 2004 |
| Mark Drawing | 1 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 28, 2004 |
| Goods and Services | Computer software namely portfolio management software with mathematical functions for use in analyzing investment or project portfolios |
| Pseudo Mark | OPTIMIZATION PORTFOLIOS |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 4, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, November 9, 2000 |
| First Use In Commerce Date | Thursday, November 9, 2000 |
| Party Name | Optimization Technologies, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Boulder, CO 80302 |
| Party Name | Optimization Technologies, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Boulder, CO 80302 |
| Party Name | Optimization Technologies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Boulder, CO 80302 |
| Event Date | Event Description |
| Wednesday, March 24, 2004 | ASSIGNED TO EXAMINER |
| Friday, May 28, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 22, 2004 | NON-FINAL ACTION MAILED |
| Monday, July 19, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 29, 2004 | NON-FINAL ACTION MAILED |
| Friday, May 28, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 28, 2004 | FAX RECEIVED |
| Monday, July 19, 2004 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 19, 2004 | AMENDMENT FROM APPLICANT ENTERED |
| Monday, July 19, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 27, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 29, 2004 | ASSIGNED TO LIE |
| Thursday, July 29, 2004 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, September 8, 2004 | NOTICE OF PUBLICATION |
| Tuesday, September 28, 2004 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 21, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 28, 2010 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, July 19, 2004 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 29, 2010 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, September 30, 2010 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, December 16, 2014 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, January 9, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, December 21, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, July 4, 2025 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Friday, January 9, 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, January 9, 2015 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, January 9, 2015 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |