PORTFOLIO MAESTRO Trademark

Trademark Overview


On Wednesday, October 1, 2008, a trademark application was filed for PORTFOLIO MAESTRO with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO MAESTRO trademark a serial number of 77582870. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, July 20, 2019. This trademark is owned by RINA Technologies, LLC. The PORTFOLIO MAESTRO trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

customizable financial software for back testing multiple investment strategies, excluding software for use in connection with payment card processing, banking and automated teller machine (ATM) products and services
portfolio maestro

General Information


Serial Number77582870
Word MarkPORTFOLIO MAESTRO
Filing DateWednesday, October 1, 2008
Status800 - REGISTERED AND RENEWED
Status DateSaturday, July 20, 2019
Registration Number3730550
Registration DateTuesday, December 29, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 5, 2009

Trademark Statements


Goods and Servicescustomizable financial software for back testing multiple investment strategies, excluding software for use in connection with payment card processing, banking and automated teller machine (ATM) products and services
Disclaimer with Predetermined Text"PORTFOLIO"

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 DateMonday, October 6, 2008
Primary Code009
First Use Anywhere DateTuesday, May 27, 2008
First Use In Commerce DateTuesday, May 27, 2008

Trademark Owner History


Party NameTRADESTATION TECHNOLOGIES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPLANTATION, FL 33324

Party NameRINA Technologies, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCincinnati, OH 45242

Party NameRINA Technologies, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCincinnati, OH 45242

Party NameRINA Technologies, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCincinnati, OH 45242

Trademark Events


Event DateEvent Description
Monday, August 8, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 8, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, August 8, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, July 20, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, July 20, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, July 20, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, July 20, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 13, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, December 29, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, February 18, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, February 18, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, February 18, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 10, 2015TEAS SECTION 8 & 15 RECEIVED
Wednesday, April 22, 2015AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, October 31, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 27, 2010REVIEW OF CORRESPONDENCE COMPLETE
Tuesday, January 19, 2010ASSIGNED TO PETITION STAFF
Tuesday, December 29, 2009REGISTERED-PRINCIPAL REGISTER
Wednesday, December 2, 2009TEAS POST PUBLICATION AMENDMENT RECEIVED
Tuesday, November 17, 2009EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Thursday, October 15, 2009CHANGES/CORRECTIONS AFTER PUB APPROVAL ENTERED
Wednesday, October 7, 2009ASSIGNED TO PETITION STAFF
Monday, September 28, 2009TEAS POST PUBLICATION AMENDMENT RECEIVED
Monday, June 1, 2009EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, May 5, 2009PUBLISHED FOR OPPOSITION
Wednesday, April 15, 2009NOTICE OF PUBLICATION
Thursday, April 2, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, March 30, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 18, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 18, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 18, 2009ASSIGNED TO LIE
Monday, February 16, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, January 8, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 8, 2009NON-FINAL ACTION E-MAILED
Thursday, January 8, 2009NON-FINAL ACTION WRITTEN
Tuesday, December 30, 2008ASSIGNED TO EXAMINER
Monday, October 6, 2008NEW APPLICATION ENTERED IN TRAM