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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, April 29, 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 financial portfolio management
Providing financial advisory services; Financial customs brokerage services; "Providing automated investment advisory services"(For algorithm-based or app-guided ETF portfolio management)"Investment management of exchange-traded funds (ETFs)"(Directly applies to the ETF-based nature of the Patriot Portfolio)"Financial portfolio management"(Covers your day-to-day oversight of the portfolio)"Providing a website featuring financial information in the field of socially responsible and faith-based investing"(Since you're using Inspire ETFs, this reinforces the values-aligned positioning)"Investment of funds for others"(Covers discretionary portfolio management as an RIA/sub-adviso
General Information
| Serial Number | 99161279 |
| Word Mark | PATRIOT PORTFOLIO |
| Filing Date | Tuesday, April 29, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, April 29, 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 financial portfolio management |
| Goods and Services | Providing financial advisory services; Financial customs brokerage services; "Providing automated investment advisory services"(For algorithm-based or app-guided ETF portfolio management)"Investment management of exchange-traded funds (ETFs)"(Directly applies to the ETF-based nature of the Patriot Portfolio)"Financial portfolio management"(Covers your day-to-day oversight of the portfolio)"Providing a website featuring financial information in the field of socially responsible and faith-based investing"(Since you're using Inspire ETFs, this reinforces the values-aligned positioning)"Investment of funds for others"(Covers discretionary portfolio management as an RIA/sub-adviso |
| NOT AVAILABLE | No claim is made to the exclusive right to use Portfolio, apart from the mark as shown. |
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 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, April 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
