PORTFOLIOFLEX Trademark
Trademark Overview
On Wednesday, November 5, 2025, a trademark application was filed for PORTFOLIOFLEX with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOFLEX trademark a serial number of 99480537. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, March 18, 2026. This trademark is owned by BNY Mellon Advisors, Inc.. The PORTFOLIOFLEX trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of online non-downloadable software for investors to develop and manage customized investment portfolios; providing temporary use of online downloadable software for investors to access personalized financial news, market research, and investment strategies based on user-specified risk and tax preferences
Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management
General Information
| Serial Number | 99480537 |
| Word Mark | PORTFOLIOFLEX |
| Filing Date | Wednesday, November 5, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, March 18, 2026 |
| 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 | Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of online non-downloadable software for investors to develop and manage customized investment portfolios; providing temporary use of online downloadable software for investors to access personalized financial news, market research, and investment strategies based on user-specified risk and tax preferences |
| Goods and Services | Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management |
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 | Wednesday, November 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 4, 2025 |
| First Use In Commerce Date | Tuesday, March 4, 2025 |
| 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 | Wednesday, November 5, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, March 4, 2025 |
| First Use In Commerce Date | Tuesday, March 4, 2025 |
Trademark Owner History
| Party Name | BNY Mellon Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Pennington, NJ 08534
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, November 5, 2025 | NEW APPLICATION ENTERED |
| Wednesday, November 5, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 18, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, March 18, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 18, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 18, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 11, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, June 11, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
