| Serial Number | 77558374 |
| Word Mark | PORTFOLIO DIRECTOR |
| Filing Date | Thursday, August 28, 2008 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 23, 2016 |
| Registration Number | 3789185 |
| Registration Date | Tuesday, May 18, 2010 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 2, 2010 |
| Goods and Services | Downloadable computer software for managing investments |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Goods and Services | Providing on-line non-downloadable computer software for managing investments |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 23, 2016 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, August 20, 2008 |
| First Use In Commerce Date | Wednesday, August 20, 2008 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 23, 2016 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, August 20, 2009 |
| First Use In Commerce Date | Thursday, August 20, 2009 |
| Party Name | BETANXT, INC. |
| Party Type | 35 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | SANTA MONICA, CA 90401 |
| Party Name | BETA PLUS TECHNOLOGIES, INC. |
| Party Type | 34 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | SANTA MONICA, CA 90401 |
| Party Name | REFINITIV US ORGANIZATION LLC |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10036 |
| Party Name | REFINITIV US LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10036 |
| Party Name | SCIVANTAGE, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | JERSEY CITY, NJ 07310 |
| Party Name | Scottrade, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | St. Louis, MO 63141 |
| Party Name | Scottrade, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | St. Louis, MO 63131 |
| Party Name | Scottrade, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | St. Louis, MO 63131 |
| Event Date | Event Description |
| Wednesday, February 8, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, January 18, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 3, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, May 18, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, September 22, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, December 23, 2016 | CANCELLED SEC. 8 (6-YR) |
| Monday, May 18, 2015 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 18, 2015 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 18, 2015 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, October 2, 2013 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, September 30, 2013 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, September 30, 2013 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 30, 2011 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, August 30, 2011 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, January 31, 2011 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, January 31, 2011 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, May 18, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 2, 2010 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 2, 2010 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 26, 2010 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, January 26, 2010 | ASSIGNED TO LIE |
| Monday, January 4, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, January 4, 2010 | EXAMINER'S AMENDMENT ENTERED |
| Monday, January 4, 2010 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, January 4, 2010 | EXAMINERS AMENDMENT E-MAILED |
| Monday, January 4, 2010 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, December 21, 2009 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, December 21, 2009 | FINAL REFUSAL E-MAILED |
| Monday, December 21, 2009 | FINAL REFUSAL WRITTEN |
| Tuesday, December 8, 2009 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 8, 2009 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 8, 2009 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 18, 2009 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 18, 2009 | NON-FINAL ACTION E-MAILED |
| Thursday, June 18, 2009 | NON-FINAL ACTION WRITTEN |
| Friday, June 5, 2009 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 4, 2009 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 4, 2009 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 5, 2008 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 5, 2008 | NON-FINAL ACTION E-MAILED |
| Friday, December 5, 2008 | NON-FINAL ACTION WRITTEN |
| Friday, December 5, 2008 | ASSIGNED TO EXAMINER |
| Tuesday, September 2, 2008 | NEW APPLICATION ENTERED |