PATRIOT PORTFOLIO Trademark
Trademark Overview
On Tuesday, April 29, 2025, a trademark application was filed for PATRIOT PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the PATRIOT PORTFOLIO trademark a serial number of 99161279. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Saturday, September 27, 2025. This trademark is owned by Monorail, Inc.. The PATRIOT PORTFOLIO trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:
Recorded software for downloadable mobile applications for managing investment portfolios; Downloadable software for managing investment portfolios, namely, financial portfolio management.
Providing financial advisory services; Financial customs brokerage services; Automated investment advisory services; Investment management in the field of exchange-traded funds (ETFs); Financial portfolio management; Providing a website featuring financial information in the field of socially responsible and faith-based investing; Investment of funds for others.
General Information
| Serial Number | 99161279 |
| Word Mark | PATRIOT PORTFOLIO |
| Filing Date | Tuesday, April 29, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Saturday, September 27, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Recorded software for downloadable mobile applications for managing investment portfolios; Downloadable software for managing investment portfolios, namely, financial portfolio management. |
| Goods and Services | Providing financial advisory services; Financial customs brokerage services; Automated investment advisory services; Investment management in the field of exchange-traded funds (ETFs); Financial portfolio management; Providing a website featuring financial information in the field of socially responsible and faith-based investing; Investment of funds for others. |
| NOT AVAILABLE | Portfolio |
Classification Information
| 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 | Tuesday, April 29, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, May 31, 2023 |
| First Use In Commerce Date | Wednesday, May 31, 2023 |
| 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 | Tuesday, April 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 31, 2023 |
| First Use In Commerce Date | Wednesday, May 31, 2023 |
Trademark Owner History
| Party Name | Monorail, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Sarasota, FL 34239 |
Trademark Events
| Event Date | Event Description |
| Tuesday, April 29, 2025 | NEW APPLICATION ENTERED |
| Tuesday, April 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 29, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, September 25, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, September 18, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 25, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 25, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, September 26, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 26, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, September 27, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
