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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, August 25, 2025. 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
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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, August 25, 2025 |
| 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
| Goods and Services | financial investment analysis and investment research services |
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 |
Trademark Events
| Event Date | Event Description |
| Monday, August 25, 2025 | NEW APPLICATION ENTERED |
| Monday, August 25, 2025 | APPLICATION FILING RECEIPT MAILED |
