PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) Trademark
Trademark Overview
On Monday, August 25, 2025, a trademark application was filed for PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) trademark a serial number of 99354968. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, July 17, 2026. This trademark is owned by Raymond James Financial, Inc.. The PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) trademark is filed in the Insurance & Financial Services category with the following description:
financial investment analysis and investment research services, namely, assisting financial professionals in assessing investment options and in making investment decisions, none of the foregoing including private equity investment services, equity and debt financing, or providing borrowing cost information
General Information
| Serial Number | 99354968 |
| Word Mark | PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) |
| Filing Date | Monday, August 25, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, July 17, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | PORTFOLIO RISK INSIGHTS, and no claim is made to the exclusive right to use SOLUTIONS MANAGEMENT, |
| Pseudo Mark | PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT PRISM |
| Goods and Services | financial investment analysis and investment research services, namely, assisting financial professionals in assessing investment options and in making investment decisions, none of the foregoing including private equity investment services, equity and debt financing, or providing borrowing cost information |
Classification Information
| 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, August 25, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Raymond James Financial, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | St. Petersburg, FL 33716
US |
Trademark Events
| Event Date | Event Description |
| Monday, August 25, 2025 | NEW APPLICATION ENTERED |
| Monday, August 25, 2025 | APPLICATION FILING RECEIPT MAILED |
| Saturday, January 17, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, January 18, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, January 21, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 21, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 21, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 17, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, April 17, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, July 17, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 17, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 17, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
