PORTFOLIOMATCH Trademark

Trademark Overview

On Friday, March 18, 2022, a trademark application was filed for PORTFOLIOMATCH with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOMATCH trademark a serial number of 97319492. The federal status of this trademark filing is REGISTERED as of Tuesday, April 8, 2025. This trademark is owned by FENICS SOFTWARE, INC.. The PORTFOLIOMATCH trademark is filed in the Insurance & Financial Services category with the following description:

Electronic financial trading services; financial services, namely, brokerage of securities, bonds, currencies, commodities, foreign exchange, transactions, futures, options, forwards, swaps, repurchase agreements, and other derivative products; Financial portfolio management in the nature of portfolio compression services for financial securities and over-the-counter (OTC) derivatives; providing financial information; providing financial information, namely, information in the fields of foreign exchange transactions, interest rate swaps, repos, futures, commodities, securities, bonds, currencies, financial instruments, brokerage, trading, investments, financial markets, stock pricing and financial indices
portfoliomatch

General Information

Serial Number97319492
Word MarkPORTFOLIOMATCH
Filing DateFriday, March 18, 2022
Status700 - REGISTERED
Status DateTuesday, April 8, 2025
Registration Number7756502
Registration DateTuesday, April 8, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Pseudo MarkPORTFOLIO MATCH
Goods and ServicesElectronic financial trading services; financial services, namely, brokerage of securities, bonds, currencies, commodities, foreign exchange, transactions, futures, options, forwards, swaps, repurchase agreements, and other derivative products; Financial portfolio management in the nature of portfolio compression services for financial securities and over-the-counter (OTC) derivatives; providing financial information; providing financial information, namely, information in the fields of foreign exchange transactions, interest rate swaps, repos, futures, commodities, securities, bonds, currencies, financial instruments, brokerage, trading, investments, financial markets, stock pricing and financial indices

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 23, 2022
Primary Code036
First Use Anywhere DateMonday, November 30, 2020
First Use In Commerce DateMonday, November 30, 2020

Trademark Owner History

Party NameFENICS SOFTWARE, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10041
Party NameFENICS SOFTWARE, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10041

Trademark Events

Event DateEvent Description
Tuesday, March 22, 2022NEW APPLICATION ENTERED
Wednesday, March 23, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 29, 2022ASSIGNED TO EXAMINER
Monday, January 9, 2023NON-FINAL ACTION WRITTEN
Monday, January 9, 2023NON-FINAL ACTION E-MAILED
Monday, January 9, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 30, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 30, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 31, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 11, 2023FINAL REFUSAL WRITTEN
Monday, August 7, 2023EXAMINERS AMENDMENT -WRITTEN
Monday, August 7, 2023EXAMINERS AMENDMENT E-MAILED
Monday, August 7, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, August 7, 2023EXAMINER'S AMENDMENT ENTERED
Thursday, December 7, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, December 7, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, May 11, 2023FINAL REFUSAL E-MAILED
Thursday, May 11, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, September 7, 2023NON-FINAL ACTION WRITTEN
Thursday, September 7, 2023NON-FINAL ACTION E-MAILED
Thursday, September 7, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 7, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 23, 2024SUBSEQUENT FINAL REFUSAL WRITTEN
Tuesday, April 23, 2024SUBSEQUENT FINAL EMAILED
Tuesday, April 23, 2024NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Thursday, March 7, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 7, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, August 8, 2024TEAS AMENDMENT OF USE RECEIVED
Thursday, August 8, 2024USE AMENDMENT FILED
Friday, July 19, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Friday, July 19, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, October 8, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 8, 2024TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, August 8, 2024AMENDMENT TO USE PROCESSING COMPLETE
Thursday, September 26, 2024USE AMENDMENT ACCEPTED
Tuesday, October 8, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 23, 2024EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, October 23, 2024EX PARTE APPEAL-INSTITUTED
Wednesday, October 23, 2024JURISDICTION RESTORED TO EXAMINING ATTORNEY
Wednesday, March 12, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, April 8, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, March 12, 2025EXPARTE APPEAL TERMINATED
Tuesday, April 8, 2025REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, April 9, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 20, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 20, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 20, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 20, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, June 20, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Related Keywords

portfoliomatch financial securities services information transactions exchange swaps providing portfolio foreign