PORTFOLIO360 Trademark

Trademark Overview

On Monday, June 12, 2006, a trademark application was filed for PORTFOLIO360 with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO360 trademark a serial number of 78906377. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, June 7, 2019. This trademark is owned by ADVANCED OBJECTS, INC.. The PORTFOLIO360 trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT
portfolio360

General Information

Serial Number78906377
Word MarkPORTFOLIO360
Filing DateMonday, June 12, 2006
Status800 - REGISTERED AND RENEWED
Status DateFriday, June 7, 2019
Registration Number3562646
Registration DateTuesday, January 13, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 31, 2007

Trademark Statements

Goods and ServicesPROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT
Pseudo MarkPORTFOLIO 360

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, December 4, 2008
Primary Code042
First Use Anywhere DateMonday, November 17, 2008
First Use In Commerce DateMonday, November 17, 2008

Trademark Owner History

Party NameVESTMARK, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWAKEFIELD, MA 01880
Party NameADVANCED OBJECTS, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606
Party NameADVANCED OBJECTS, INC.
Party Type21 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60601
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressChicago, IL 60613
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressChicago, IL 60613

Trademark Events

Event DateEvent Description
Friday, June 7, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, June 7, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, June 7, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, June 7, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 2, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, January 13, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, July 29, 2015ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 29, 2015TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 15, 2015AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, April 19, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, April 19, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, April 7, 2014REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Saturday, April 19, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 7, 2014TEAS SECTION 8 & 15 RECEIVED
Tuesday, January 13, 2009REGISTERED-PRINCIPAL REGISTER
Monday, December 8, 2008ELECTRONIC RECORD REVIEW COMPLETE
Friday, December 5, 2008ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
Thursday, December 4, 2008LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, December 4, 2008ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, December 3, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, November 20, 2008STATEMENT OF USE PROCESSING COMPLETE
Tuesday, November 18, 2008USE AMENDMENT FILED
Tuesday, November 18, 2008AMENDMENT AFTER NOA NOT ENTERED
Tuesday, November 18, 2008TEAS STATEMENT OF USE RECEIVED
Tuesday, November 18, 2008TEAS POST PUBLICATION AMENDMENT RECEIVED
Friday, October 17, 2008EXTENSION 2 GRANTED
Thursday, October 16, 2008EXTENSION 2 FILED
Friday, October 17, 2008CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, October 16, 2008TEAS EXTENSION RECEIVED
Tuesday, April 22, 2008EXTENSION 1 GRANTED
Tuesday, April 15, 2008EXTENSION 1 FILED
Tuesday, April 15, 2008TEAS EXTENSION RECEIVED
Tuesday, April 15, 2008ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 15, 2008TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 23, 2007NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 31, 2007PUBLISHED FOR OPPOSITION
Wednesday, July 11, 2007NOTICE OF PUBLICATION
Thursday, May 10, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, May 10, 2007ASSIGNED TO LIE
Friday, April 20, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 21, 2007TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 21, 2007EXAMINER'S AMENDMENT ENTERED
Wednesday, March 21, 2007EXAMINERS AMENDMENT E-MAILED
Wednesday, March 21, 2007EXAMINERS AMENDMENT -WRITTEN
Tuesday, November 21, 2006NON-FINAL ACTION E-MAILED
Tuesday, November 21, 2006NON-FINAL ACTION WRITTEN
Monday, November 13, 2006ASSIGNED TO EXAMINER
Saturday, June 17, 2006NOTICE OF PSEUDO MARK MAILED
Friday, June 16, 2006NEW APPLICATION ENTERED IN TRAM

Related Keywords

portfolio financial planning management field proposals online downloadable software generating