PORTFOLIO PATHWAY Trademark

Trademark Overview

On Friday, December 5, 2008, a trademark application was filed for PORTFOLIO PATHWAY with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO PATHWAY trademark a serial number of 77627433. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, April 3, 2023. This trademark is owned by Portfolio Pathway, LLC. The PORTFOLIO PATHWAY trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of on-line non-downloadable software for financial professionals for use in managing client accounts across multiple institutions through a web portal interface; Providing a website featuring on-line non-downloadable software that manages the user's financial information from a variety of financial institutions; Providing a website for financial professionals featuring on-line non-downloadable software that manages customer's financial accounts through performance reporting, operational workflow, and account aggregation
portfolio pathway

General Information

Serial Number77627433
Word MarkPORTFOLIO PATHWAY
Filing DateFriday, December 5, 2008
Status800 - REGISTERED AND RENEWED
Status DateMonday, April 3, 2023
Registration Number4118882
Registration DateTuesday, March 27, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 24, 2009

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesProviding temporary use of on-line non-downloadable software for financial professionals for use in managing client accounts across multiple institutions through a web portal interface; Providing a website featuring on-line non-downloadable software that manages the user's financial information from a variety of financial institutions; Providing a website for financial professionals featuring on-line non-downloadable software that manages customer's financial accounts through performance reporting, operational workflow, and account aggregation

Classification Information

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, September 10, 2009
Primary Code042
First Use Anywhere DateMonday, March 15, 2010
First Use In Commerce DateMonday, March 15, 2010

Trademark Owner History

Party NameREDBLACK SOFTWARE, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBEDFORD, NH 03110
Party NamePortfolio Pathway, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNaperville, IL 60540
Party NamePortfolio Pathway, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNaperville, IL 60540
Party NamePortfolio Pathway, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaperville, IL 60540

Trademark Events

Event DateEvent Description
Monday, April 3, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, April 3, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, April 3, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, April 3, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 22, 2022TEAS SECTION 8 & 9 RECEIVED
Wednesday, November 3, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, March 27, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, December 16, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 3, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, April 3, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, April 3, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 23, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 23, 2018TEAS SECTION 8 & 15 RECEIVED
Monday, March 27, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, October 10, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 10, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 27, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 27, 2012REGISTERED-PRINCIPAL REGISTER
Wednesday, March 14, 2012UNDELIVERABLE MAIL - NO ACTION TAKEN
Saturday, February 18, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Friday, February 17, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, February 15, 2012ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, February 15, 2012EXAMINERS AMENDMENT MAILED
Wednesday, February 15, 2012EXAMINER'S AMENDMENT ENTERED
Wednesday, February 15, 2012SU-EXAMINER'S AMENDMENT WRITTEN
Friday, August 19, 2011NON-FINAL ACTION MAILED
Friday, August 19, 2011SU - NON-FINAL ACTION - WRITTEN
Friday, August 19, 2011NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Thursday, August 18, 2011STATEMENT OF USE PROCESSING COMPLETE
Monday, August 15, 2011USE AMENDMENT FILED
Thursday, August 18, 2011SOU EXTENSION 3 GRANTED
Monday, August 15, 2011SOU EXTENSION 3 FILED
Monday, August 15, 2011TEAS EXTENSION RECEIVED
Monday, August 15, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, March 1, 2011NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Monday, February 28, 2011SOU EXTENSION 2 GRANTED
Monday, February 14, 2011SOU EXTENSION 2 FILED
Monday, February 28, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, February 14, 2011TEAS EXTENSION RECEIVED
Wednesday, August 11, 2010NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Monday, August 9, 2010SOU EXTENSION 1 GRANTED
Monday, August 9, 2010SOU EXTENSION 1 FILED
Monday, August 9, 2010TEAS EXTENSION RECEIVED
Tuesday, February 16, 2010NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 24, 2009PUBLISHED FOR OPPOSITION
Wednesday, November 4, 2009NOTICE OF PUBLICATION
Wednesday, October 21, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 20, 2009ASSIGNED TO LIE
Thursday, October 1, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 10, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 9, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 9, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 9, 2009NON-FINAL ACTION MAILED
Saturday, March 7, 2009NON-FINAL ACTION WRITTEN
Wednesday, March 4, 2009ASSIGNED TO EXAMINER
Tuesday, December 9, 2008NEW APPLICATION ENTERED

Related Keywords

pathway portfolio financial providing downloadable software line featuring website accounts professionals institutions