REBALX Trademark

Trademark Overview

On Thursday, February 14, 2013, a trademark application was filed for REBALX with the United States Patent and Trademark Office. The USPTO has given the REBALX trademark a serial number of 85849814. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, April 30, 2022. This trademark is owned by Portfolio Pathway, LLC. The REBALX trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Computer software related to financial information, investment, and trading, namely, software for modeling and rebuilding investment portfolios, electronic trading software, portfolio management software, financial analytical software, and financial risk modeling software
rebalx

General Information

Serial Number85849814
Word MarkREBALX
Filing DateThursday, February 14, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, April 30, 2022
Registration Number4855997
Registration DateTuesday, November 17, 2015
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 9, 2013

Trademark Statements

Goods and ServicesComputer software related to financial information, investment, and trading, namely, software for modeling and rebuilding investment portfolios, electronic trading software, portfolio management software, financial analytical software, and financial risk modeling software
Pseudo MarkREBAL X

Classification Information

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, February 21, 2013
Primary Code009
First Use Anywhere DateThursday, January 15, 2015
First Use In Commerce DateThursday, January 15, 2015

Trademark Owner History

Party NameREDBLACK SOFTWARE, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBEDFORD, NH 03110
Party NamePortfolio Pathway, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNaperville, IL 60563
Party NamePortfolio Pathway, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNaperville, IL 60563
Party NamePortfolio Pathway, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaperville, IL 60563

Trademark Events

Event DateEvent Description
Friday, June 10, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 10, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 10, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, April 30, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, April 30, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, April 27, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, November 8, 2021TEAS SECTION 8 & 15 RECEIVED
Wednesday, November 3, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, November 17, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, December 16, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 17, 2015REGISTERED-PRINCIPAL REGISTER
Saturday, October 10, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, October 9, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, September 21, 2015ASSIGNED TO EXAMINER
Thursday, September 17, 2015STATEMENT OF USE PROCESSING COMPLETE
Wednesday, September 2, 2015USE AMENDMENT FILED
Wednesday, September 2, 2015TEAS STATEMENT OF USE RECEIVED
Wednesday, June 24, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, June 23, 2015SOU EXTENSION 3 GRANTED
Tuesday, March 3, 2015SOU EXTENSION 3 FILED
Saturday, June 6, 2015NOTICE OF REVIVAL - E-MAILED
Friday, June 5, 2015EXTENSION RECEIVED WITH TEAS PETITION
Friday, June 5, 2015PETITION TO REVIVE-GRANTED
Friday, June 5, 2015TEAS PETITION TO REVIVE RECEIVED
Monday, April 6, 2015ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Monday, April 6, 2015ABANDONMENT - NO USE STATEMENT FILED
Wednesday, September 17, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, September 16, 2014SOU EXTENSION 2 GRANTED
Wednesday, September 3, 2014SOU EXTENSION 2 FILED
Tuesday, September 16, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, September 3, 2014TEAS EXTENSION RECEIVED
Wednesday, March 5, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, March 3, 2014SOU EXTENSION 1 GRANTED
Monday, March 3, 2014SOU EXTENSION 1 FILED
Monday, March 3, 2014TEAS EXTENSION RECEIVED
Tuesday, September 3, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 9, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 9, 2013PUBLISHED FOR OPPOSITION
Wednesday, June 19, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, June 3, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, May 30, 2013ASSIGNED TO EXAMINER
Friday, February 22, 2013NOTICE OF PSEUDO MARK E-MAILED
Thursday, February 21, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, February 18, 2013NEW APPLICATION ENTERED IN TRAM

Related Keywords

rebalx software financial trading investment modeling management portfolio analytical risk electronic