| Serial Number | 99161279 |
| Word Mark | PATRIOT PORTFOLIO |
| Filing Date | Tuesday, April 29, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Wednesday, January 14, 2026 |
| 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 |
| NOT AVAILABLE | Portfolio |
| Goods and Services | Downloadable mobile applications for managing investment portfolios; downloadable software for managing investment portfolios, namely, financial portfolio management. |
| 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 |
| Party Name | Monorail, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Sarasota, FL 34239 |
| Event Date | Event Description |
| Tuesday, April 29, 2025 | NEW APPLICATION ENTERED |
| Tuesday, April 29, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, April 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 18, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 25, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, September 25, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, September 25, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 26, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, September 26, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, September 27, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 15, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 15, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, October 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 21, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 21, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 14, 2026 | FINAL REFUSAL WRITTEN |
| Wednesday, January 14, 2026 | FINAL REFUSAL E-MAILED |
| Wednesday, January 14, 2026 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, February 5, 2026 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, February 5, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 5, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |