| Serial Number | 87034669 |
| Word Mark | PORTFOLIOAID |
| Filing Date | Thursday, May 12, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 16, 2024 |
| Registration Number | 5393929 |
| Registration Date | Tuesday, February 6, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 17, 2017 |
| Description of Mark | The mark consists of the wording "PORTFOLIOAID" followed by a stylized plus sign centered on four overlapping squares of various sizes and shading. |
| Goods and Services | computer software that analyses, assesses, and remediates deficiencies via automated alerts and notifications to users through a centralized case management dashboard, in the suitability, risk, performance, and adequacy of individual securities and a portfolio of securities |
| Pseudo Mark | PORTFOLIO AID PLUS |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 16, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Portfolio Aid Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, ON M5H1L3 CA |
| Party Name | Portfolio Aid Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, ON M5H1L3 CA |
| Party Name | Portfolio Aid Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, ON M5H1L3 CA |
| Event Date | Event Description |
| Monday, May 16, 2016 | NEW APPLICATION ENTERED |
| Tuesday, May 17, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 18, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, August 29, 2016 | ASSIGNED TO EXAMINER |
| Thursday, September 1, 2016 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, September 1, 2016 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Wednesday, September 7, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 7, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 7, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 7, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 7, 2016 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Wednesday, September 7, 2016 | LETTER OF SUSPENSION E-MAILED |
| Wednesday, September 7, 2016 | SUSPENSION LETTER WRITTEN |
| Tuesday, March 7, 2017 | SUSPENSION INQUIRY WRITTEN |
| Tuesday, March 7, 2017 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED |
| Tuesday, March 7, 2017 | INQUIRY TO SUSPENSION E-MAILED |
| Tuesday, August 29, 2017 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Sunday, September 10, 2017 | ASSIGNED TO LIE |
| Monday, September 11, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 11, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 13, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 27, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 17, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 17, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, October 18, 2017 | TEAS DELETE 1(B) BASIS RECEIVED |
| Tuesday, October 24, 2017 | WITHDRAWN FROM ISSUE - PETITIONS OFFICE REQUEST |
| Tuesday, February 6, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 6, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, August 16, 2024 | CANCELLED SEC. 8 (6-YR) |