RATE PORTFOLIO Trademark

Trademark Overview


On Tuesday, February 18, 2025, a trademark application was filed for RATE PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the RATE PORTFOLIO trademark a serial number of 99045138. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Monday, July 28, 2025. This trademark is owned by Guaranteed Rate, Inc.. The RATE PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:

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
rate portfolio

General Information


Serial Number99045138
Word MarkRATE PORTFOLIO
Filing DateTuesday, February 18, 2025
Status680 - APPROVED FOR PUBLICATION
Status DateMonday, July 28, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe 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 StatementRATE
Goods and ServicesFinancial 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 claimedThe color(s) red and black is/are claimed as a feature of the mark.
NOT AVAILABLEPORTFOLIO

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 18, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameGuaranteed Rate, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60613

Trademark Events


Event DateEvent Description
Tuesday, February 18, 2025NEW APPLICATION ENTERED
Tuesday, July 22, 2025ASSIGNED TO EXAMINER
Monday, July 28, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, July 28, 2025EXAMINER'S AMENDMENT ENTERED
Monday, July 28, 2025EXAMINERS AMENDMENT E-MAILED
Monday, July 28, 2025EXAMINERS AMENDMENT -WRITTEN
Monday, July 28, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 18, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, July 15, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, July 15, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED