| Serial Number | 79178868 |
| Word Mark | QUANTFOLIO |
| Filing Date | Monday, October 5, 2015 |
| Status | 706 - SECTION 71 ACCEPTED |
| Status Date | Wednesday, November 22, 2023 |
| Registration Number | 5061537 |
| Registration Date | Tuesday, October 18, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 2, 2016 |
| Goods and Services | Telecommunications services, namely, electronic transmission of data in the nature of financial instruments research, ideas, tips, models and advice among internet users; telecommunications services, namely, electronic transmission of data, messages, graphics, images, audio, video and information; providing online forums for communication on topics of financial interest; providing access to computer databases in the fields of financial instruments, financial news, financial research, and financial information |
| Goods and Services | Computer software, downloadable or recorded on data media, for use as an application programming interface (API); computer software that is downloadable or recorded on data media, namely, application programming interface (API) which facilitates online services for financial information and financial trading applications and for allowing data retrieval, upload, download, access and management; downloadable financial computer software to allow users to perform financial transaction, research and information sharing via global computer and communication networks; computer software for the collection, editing, organizing, modifying, transmission, storage and sharing of financial data and information |
| Goods and Services | Design and development of computer software |
| Goods and Services | Investment management services; investment advice; financial risk management; mutual fund investment services; mutual fund distribution services; investment advisory services; financial investment research; financial research; financial information and evaluations; financial analysis; providing financial information in the field of investment opportunities and financial analysis; investment management; distribution of shares of investment companies or other pooled investment vehicles, namely, mutual fund distribution and hedge fund distribution; online financial services, namely, financial planning, wealth management, financial research, and robot trading of mutual funds, exchange traded funds, and equities |
| 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 | Monday, December 28, 2015 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, December 28, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 038 - Services allowing people to communicate with another by a sensory means. |
| US Class Codes | 100, 101, 104 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 28, 2015 |
| Primary Code | 038 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, December 28, 2015 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Quantfolio AS |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | BERGEN N-5009 NO |
| Party Name | Quantfolio AS |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | NO |
| Party Name | Quantfolio AS |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | NO |
| Event Date | Event Description |
| Thursday, December 17, 2015 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Monday, December 28, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 1, 2016 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, January 26, 2016 | ASSIGNED TO EXAMINER |
| Friday, January 29, 2016 | NON-FINAL ACTION WRITTEN |
| Saturday, January 30, 2016 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Wednesday, February 3, 2016 | REFUSAL PROCESSED BY MPU |
| Wednesday, February 3, 2016 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Saturday, February 20, 2016 | REFUSAL PROCESSED BY IB |
| Monday, June 13, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 13, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 13, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 29, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 29, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 29, 2016 | EXAMINERS AMENDMENT MAILED |
| Wednesday, June 29, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 13, 2016 | NOTICE OF PUBLICATION |
| Wednesday, July 13, 2016 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, July 13, 2016 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Tuesday, August 2, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 18, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Friday, November 11, 2016 | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB |
| Wednesday, January 18, 2017 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Tuesday, February 21, 2017 | FINAL DISPOSITION PROCESSED |
| Tuesday, February 21, 2017 | FINAL DISPOSITION NOTICE SENT TO IB |
| Friday, March 10, 2017 | FINAL DECISION TRANSACTION PROCESSED BY IB |
| Saturday, December 3, 2022 | NEW REPRESENTATIVE AT IB RECEIVED |
| Sunday, February 5, 2023 | NEW REPRESENTATIVE AT IB RECEIVED |
| Monday, April 17, 2023 | TEAS SECTION 71 RECEIVED |
| Tuesday, July 18, 2023 | CHANGE OF NAME/ADDRESS REC'D FROM IB |
| Tuesday, November 21, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, November 22, 2023 | REGISTERED-SEC.71 ACCEPTED |
| Wednesday, November 22, 2023 | NOTICE OF ACCEPTANCE OF SEC. 71 - E-MAILED |
| Thursday, October 2, 2025 | INTERNATIONAL REGISTRATION RENEWED |
| Saturday, October 18, 2025 | COURTESY REMINDER - SEC. 71 (10-YR) E-MAILED |
| Thursday, October 23, 2025 | NEW REPRESENTATIVE AT IB RECEIVED |