PORTFOLIO ANATOMY Trademark

Trademark Overview


On Wednesday, April 27, 2022, a trademark application was filed for PORTFOLIO ANATOMY with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO ANATOMY trademark a serial number of 97383525. The federal status of this trademark filing is SUSPENSION INQUIRY - MAILED as of Tuesday, October 31, 2023. This trademark is owned by FUNDLAB TECHNOLOGIES INC.. The PORTFOLIO ANATOMY trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable computer mobile application for use in financial services applications for portfolio optimization and construction, risk management, and risk model construction; downloadable computer mobile application for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments

Financial asset management services, mutual funds management services, ETFs management services

Platform as a service (PAAS) featuring computer software platforms for use in applications in financial services for portfolio optimization and construction, risk management, and risk model construction; platform as a service (PAAS) used for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments
portfolio anatomy

General Information


Serial Number97383525
Word MarkPORTFOLIO ANATOMY
Filing DateWednesday, April 27, 2022
Status651 - SUSPENSION INQUIRY - MAILED
Status DateTuesday, October 31, 2023
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesDownloadable computer mobile application for use in financial services applications for portfolio optimization and construction, risk management, and risk model construction; downloadable computer mobile application for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments
Goods and ServicesFinancial asset management services, mutual funds management services, ETFs management services
Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for use in applications in financial services for portfolio optimization and construction, risk management, and risk model construction; platform as a service (PAAS) used for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, May 3, 2022
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 3, 2022
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

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 DateTuesday, May 3, 2022
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameFUNDLAB TECHNOLOGIES INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPointe-Claire, QUEBEC H9R5M9
CA

Trademark Events


Event DateEvent Description
Monday, January 8, 2024TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Tuesday, October 31, 2023NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
Tuesday, October 31, 2023INQUIRY TO SUSPENSION E-MAILED
Tuesday, October 31, 2023SUSPENSION INQUIRY WRITTEN
Wednesday, May 3, 2023NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, May 3, 2023LETTER OF SUSPENSION E-MAILED
Wednesday, May 3, 2023SUSPENSION LETTER WRITTEN
Tuesday, May 2, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 1, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 1, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, February 15, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 15, 2023NON-FINAL ACTION E-MAILED
Wednesday, February 15, 2023NON-FINAL ACTION WRITTEN
Wednesday, February 15, 2023ASSIGNED TO EXAMINER
Tuesday, May 3, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, April 30, 2022NEW APPLICATION ENTERED