| Serial Number | 99045138 |
| Word Mark | RATE PORTFOLIO |
| Filing Date | Tuesday, February 18, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, August 11, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 2, 2025 |
| Description of Mark | The mark consists of the wording "RATE PORTFOLIO" in black font with a red arrow above the "A" and "T" in "RATE". |
| Section 2(f) Limitation Statement | AS TO "RATE" |
| Goods and Services | Financial advice and consultancy services; Financial analysis and research services; Financial information and advisory services; Strategic financial advisory services; Financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgage loans; Financial investment services, namely, administering the issuance, underwriting and distribution of securities in the secondary mortgage market; servicing and guaranteeing of mortgage loans in the secondary mortgage market; financial services, namely, mortgage refinancing of mortgage loans in the secondary finance market |
| Indication of Colors claimed | The color(s) red and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | PORTFOLIO |
| 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, February 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Guaranteed Rate, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60613 |
| Event Date | Event Description |
| Tuesday, February 18, 2025 | NEW APPLICATION ENTERED |
| Tuesday, February 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, July 15, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 22, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 28, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, July 28, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, July 28, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, July 28, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, July 28, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |