| Serial Number | 76386662 |
| Word Mark | PORTFOLIOCENTER |
| Filing Date | Friday, March 22, 2002 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, October 9, 2014 |
| Registration Number | 2952283 |
| Registration Date | Tuesday, May 17, 2005 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 17, 2004 |
| Goods and Services | Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments |
| Goods and Services | Data processing services for others |
| Goods and Services | Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks |
| Goods and Services | Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management |
| Goods and Services | Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet |
| Pseudo Mark | PORTFOLIO CENTER |
| 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 | 6 - Active |
| Class Status Date | Tuesday, April 2, 2002 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, February 20, 2004 |
| First Use In Commerce Date | Friday, February 20, 2004 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 2, 2002 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, February 20, 2004 |
| First Use In Commerce Date | Friday, February 20, 2004 |
| 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 | Tuesday, April 2, 2002 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, February 20, 2004 |
| First Use In Commerce Date | Friday, February 20, 2004 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 28, 2003 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, February 20, 2004 |
| First Use In Commerce Date | Friday, February 20, 2004 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 28, 2003 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, February 20, 2004 |
| First Use In Commerce Date | Friday, February 20, 2004 |
| Party Name | TAMARAC INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98104 |
| Party Name | Performance Technologies, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27601 |
| Party Name | Performance Technologies, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27601 |
| Party Name | Performance Technologies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27601 |
| Event Date | Event Description |
| Monday, March 29, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, March 29, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, March 29, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, March 29, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, March 29, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, December 11, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, January 24, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 24, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, October 9, 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, October 9, 2014 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, October 9, 2014 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, October 9, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 30, 2014 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, September 30, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 25, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 25, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 17, 2011 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, May 16, 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, April 25, 2011 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, May 17, 2005 | REGISTERED-PRINCIPAL REGISTER |
| Friday, March 25, 2005 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, March 18, 2005 | ASSIGNED TO LIE |
| Tuesday, March 15, 2005 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 15, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Tuesday, March 1, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 1, 2005 | PAPER RECEIVED |
| Wednesday, December 1, 2004 | NON-FINAL ACTION MAILED |
| Tuesday, November 30, 2004 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, August 10, 2004 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 26, 2004 | USE AMENDMENT FILED |
| Monday, July 26, 2004 | PAPER RECEIVED |
| Tuesday, May 11, 2004 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 17, 2004 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 28, 2004 | NOTICE OF PUBLICATION |
| Thursday, December 11, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 11, 2003 | ASSIGNED TO EXAMINER |
| Tuesday, December 9, 2003 | ASSIGNED TO EXAMINER |
| Sunday, November 23, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, November 23, 2003 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 29, 2003 | FINAL REFUSAL MAILED |
| Monday, September 15, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 16, 2003 | CASE FILE IN TICRS |
| Monday, September 15, 2003 | PAPER RECEIVED |
| Wednesday, March 12, 2003 | NON-FINAL ACTION MAILED |
| Thursday, January 30, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 30, 2003 | PAPER RECEIVED |
| Wednesday, January 8, 2003 | ASSIGNED TO EXAMINER |
| Wednesday, August 7, 2002 | NON-FINAL ACTION MAILED |
| Wednesday, July 17, 2002 | ASSIGNED TO EXAMINER |