| Serial Number | 88827244 |
| Word Mark | P |
| Filing Date | Monday, March 9, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 14, 2021 |
| Registration Number | 6591160 |
| Registration Date | Tuesday, December 14, 2021 |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, August 17, 2021 |
| Description of Mark | The mark consists of the stylized depiction of the letter "P". |
| Goods and Services | computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management |
| Pseudo Mark | PORTFOLIO |
| Goods and Services | financial management services, namely, business intelligence and financial project management and support of investment tracking |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation |
| Goods and Services | providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services |
| 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 | Saturday, March 14, 2020 |
| Primary Code | 009 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, March 14, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| 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, March 14, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| 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, March 14, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| Party Name | Portfolio BI, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Party Name | Portfolio BI, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Party Name | Portfolio BI, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Event Date | Event Description |
| Wednesday, May 10, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 10, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 10, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 14, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 9, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, November 8, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, November 5, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 18, 2021 | USE AMENDMENT FILED |
| Thursday, November 4, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, October 18, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 12, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 17, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 17, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 28, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, July 12, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, July 10, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 9, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 9, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, January 9, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, January 9, 2021 | NON-FINAL ACTION E-MAILED |
| Saturday, January 9, 2021 | NON-FINAL ACTION WRITTEN |
| Monday, January 4, 2021 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, December 15, 2020 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, December 1, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, November 12, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 11, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 11, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 13, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 13, 2020 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 13, 2020 | NON-FINAL ACTION WRITTEN |
| Friday, May 8, 2020 | ASSIGNED TO EXAMINER |
| Saturday, March 14, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 12, 2020 | NEW APPLICATION ENTERED |