PORTFOLIO INSIGHT Trademark

Trademark Overview

On Monday, March 18, 2013, a trademark application was filed for PORTFOLIO INSIGHT with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO INSIGHT trademark a serial number of 85878666. The federal status of this trademark filing is REGISTERED AND RENEWED as of Sunday, April 7, 2024. This trademark is owned by John Hancock Life Insurance Company (U.S.A.). The PORTFOLIO INSIGHT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial planning and investment advisory services; financial investment analysis and stock research

Software as a service (SAAS) services featuring software that enables financial professionals to perform investment analysis and stock research and create customized client reports
portfolio insight

General Information

Serial Number85878666
Word MarkPORTFOLIO INSIGHT
Filing DateMonday, March 18, 2013
Status800 - REGISTERED AND RENEWED
Status DateSunday, April 7, 2024
Registration Number4442871
Registration DateTuesday, December 3, 2013
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 17, 2013

Trademark Statements

Goods and ServicesFinancial planning and investment advisory services; financial investment analysis and stock research
NOT AVAILABLE"PORTFOLIO"
Goods and ServicesSoftware as a service (SAAS) services featuring software that enables financial professionals to perform investment analysis and stock research and create customized client reports

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 21, 2013
Primary Code036
First Use Anywhere DateFriday, May 15, 2009
First Use In Commerce DateFriday, May 15, 2009
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 DateThursday, March 21, 2013
Primary Code042
First Use Anywhere DateFriday, May 15, 2009
First Use In Commerce DateFriday, May 15, 2009

Trademark Owner History

Party NameJohn Hancock Life Insurance Company (U.S.A.)
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBoston, MA 02116
Party NameJohn Hancock Life Insurance Company (U.S.A.)
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBoston, MA 02210
Party NameJohn Hancock Life Insurance Company (U.S.A.)
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBoston, MA 02210

Trademark Events

Event DateEvent Description
Thursday, March 21, 2013NEW APPLICATION ENTERED
Thursday, March 21, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 22, 2013ASSIGNED TO EXAMINER
Wednesday, May 22, 2013NON-FINAL ACTION WRITTEN
Wednesday, May 22, 2013NON-FINAL ACTION E-MAILED
Wednesday, May 22, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 26, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 26, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 26, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 29, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 9, 2013ASSIGNED TO LIE
Tuesday, August 13, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 28, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 17, 2013PUBLISHED FOR OPPOSITION
Tuesday, September 17, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 3, 2013REGISTERED-PRINCIPAL REGISTER
Monday, December 3, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, February 14, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 14, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, October 23, 2019TEAS SECTION 8 & 15 RECEIVED
Wednesday, November 27, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, November 28, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, November 28, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, December 3, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, August 8, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 8, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, August 8, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 8, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, August 8, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 21, 2023TEAS SECTION 8 & 9 RECEIVED
Sunday, April 7, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, April 7, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, April 7, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, April 7, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

insight portfolio financial investment research software analysis stock services create perform customized