PORTFOLIO ANALYZER Trademark

Trademark Overview


On Wednesday, December 14, 2011, a trademark application was filed for PORTFOLIO ANALYZER with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO ANALYZER trademark a serial number of 85495176. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, September 21, 2022. This trademark is owned by American Funds Distributors, Inc.. The PORTFOLIO ANALYZER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning
portfolio analyzer

General Information


Serial Number85495176
Word MarkPORTFOLIO ANALYZER
Filing DateWednesday, December 14, 2011
Status800 - REGISTERED AND RENEWED
Status DateWednesday, September 21, 2022
Registration Number4192212
Registration DateTuesday, August 14, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, December 21, 2011
Primary Code042
First Use Anywhere DateThursday, May 12, 2011
First Use In Commerce DateThursday, May 12, 2011

Trademark Owner History


Party NameAmerican Funds Distributors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071

Party NameAmerican Funds Distributors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071

Trademark Events


Event DateEvent Description
Wednesday, September 21, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, September 21, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, September 21, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, September 20, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 25, 2022TEAS SECTION 8 & 9 RECEIVED
Monday, February 14, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 14, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 14, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, August 14, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, October 9, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 9, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 25, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 29, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, September 29, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, September 29, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 7, 2017TEAS SECTION 8 RECEIVED
Monday, August 14, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, December 7, 2016APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, December 7, 2016TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, April 15, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 15, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 14, 2012REGISTERED-SUPPLEMENTAL REGISTER
Saturday, July 7, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, July 7, 2012ASSIGNED TO LIE
Monday, June 18, 2012APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, May 26, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 25, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 25, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 27, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 27, 2012NON-FINAL ACTION E-MAILED
Tuesday, March 27, 2012NON-FINAL ACTION WRITTEN
Wednesday, March 21, 2012ASSIGNED TO EXAMINER
Wednesday, December 21, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 17, 2011NEW APPLICATION ENTERED