| Serial Number | 88802661 |
| Word Mark | PORTFOLIO BI |
| Filing Date | Wednesday, February 19, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 23, 2021 |
| Registration Number | 6571048 |
| Registration Date | Tuesday, November 23, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management |
| Pseudo Mark | PORTFOLIO BUSINESS INTELLIGENCE |
| Goods and Services | financial management services, namely, business intelligence and financial project management and support of investment tracking; financial services, namely, master data management services |
| Goods and Services | business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Goods and Services | providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services |
| 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 | Monday, February 24, 2020 |
| Primary Code | 009 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 24, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| 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 | Monday, February 24, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 24, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, February 2, 2020 |
| First Use In Commerce Date | Sunday, February 2, 2020 |
| Party Name | Portfolio BI, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Party Name | Portfolio BI, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Event Date | Event Description |
| Wednesday, May 10, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 10, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 10, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, November 23, 2021 | REGISTERED-SUPPLEMENTAL REGISTER |
| Thursday, October 21, 2021 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, October 20, 2021 | EXPARTE APPEAL TERMINATED |
| Wednesday, October 20, 2021 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, October 19, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 18, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 18, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 13, 2021 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Tuesday, October 12, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 12, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 12, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 12, 2021 | USE AMENDMENT ACCEPTED |
| Thursday, September 23, 2021 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Thursday, August 26, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 26, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 24, 2021 | ASSIGNED TO LIE |
| Saturday, August 21, 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Saturday, August 21, 2021 | AMENDMENT TO USE PROCESSING COMPLETE |
| Saturday, August 21, 2021 | USE AMENDMENT FILED |
| Friday, August 20, 2021 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, June 22, 2021 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED |
| Tuesday, June 22, 2021 | ACTION DENYING REQ FOR RECON E-MAILED |
| Tuesday, June 22, 2021 | ACTION CONTINUING FINAL - COMPLETED |
| Tuesday, June 1, 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, June 1, 2021 | EX PARTE APPEAL-INSTITUTED |
| Tuesday, June 1, 2021 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Tuesday, June 1, 2021 | EXPARTE APPEAL RECEIVED AT TTAB |
| Tuesday, December 1, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, December 1, 2020 | FINAL REFUSAL E-MAILED |
| Tuesday, December 1, 2020 | FINAL REFUSAL WRITTEN |
| Thursday, November 12, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 11, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 11, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 11, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 11, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, May 11, 2020 | NON-FINAL ACTION WRITTEN |
| Friday, May 8, 2020 | ASSIGNED TO EXAMINER |
| Monday, February 24, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 22, 2020 | NEW APPLICATION ENTERED |