PORTFOLIOANALYST Trademark

Trademark Overview


On Tuesday, February 2, 2016, a trademark application was filed for PORTFOLIOANALYST with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOANALYST trademark a serial number of 86894308. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Thursday, August 3, 2023. This trademark is owned by Interactive Brokers LLC. The PORTFOLIOANALYST 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 INVESTMENT PORTFOLIO PERFORMANCE EVALUATION AND GENERATING RELATED REPORTS AND CHARTS
portfolioanalyst

General Information


Serial Number86894308
Word MarkPORTFOLIOANALYST
Filing DateTuesday, February 2, 2016
Status701 - SECTION 8 - ACCEPTED
Status DateThursday, August 3, 2023
Registration Number5158185
Registration DateTuesday, March 7, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkPORTFOLIO ANALYST
Goods and ServicesPROVIDING TEMPORARY USE OF ON-LINE NON-DOWNLOADABLE SOFTWARE FOR INVESTMENT PORTFOLIO PERFORMANCE EVALUATION AND GENERATING RELATED REPORTS AND CHARTS

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 DateFriday, February 5, 2016
Primary Code042
First Use Anywhere DateTuesday, June 30, 2009
First Use In Commerce DateTuesday, June 30, 2009

Trademark Owner History


Party NameInteractive Brokers LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGreenwich, CT 06830

Party NameInteractive Brokers LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGreenwich, CT 06830

Trademark Events


Event DateEvent Description
Thursday, August 3, 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, August 3, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, August 3, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, February 27, 2023TEAS SECTION 8 RECEIVED
Monday, March 7, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 7, 2017REGISTERED-SUPPLEMENTAL REGISTER
Monday, January 30, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, January 30, 2017ASSIGNED TO LIE
Tuesday, January 10, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, November 18, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, November 17, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, November 17, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 18, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 18, 2016NON-FINAL ACTION E-MAILED
Wednesday, May 18, 2016NON-FINAL ACTION WRITTEN
Wednesday, May 18, 2016ASSIGNED TO EXAMINER
Wednesday, March 30, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, February 6, 2016NOTICE OF PSEUDO MARK E-MAILED
Friday, February 5, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 5, 2016NEW APPLICATION ENTERED