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PORTFOLIO BI
Live/Registered
REGISTERED

on 23 Nov 2021

Last Applicant/ Owned by

1370 Broadway, Suite 1150

New York

NY

10018

Serial Number

88802661 filed on 19th Feb 2020

Registration Number

6571048 registered on 23rd Nov 2021

in the Supplemental Register

Correspondent Address

ANDREW STEWART

ANDREW STEWART

3000 K STREET NW

WASHINGTON, DC 20007

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

PORTFOLIO BI

computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management financial management services, namely, business intelligence and financial project manage Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services


First Use Date in General

02th Feb 2020

First Use Date in Commerce

02th Feb 2020

Class [009]
Computer & Software Products & Electrical & Scientific Products


computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management


First Use Date in General

02th Feb 2020

First Use Date in Commerce

02th Feb 2020

Class [035]
Advertising, Business & Retail Services


business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation


First Use Date in General

02th Feb 2020

First Use Date in Commerce

02th Feb 2020

Class [036]
Insurance & Financial Services


financial management services, namely, business intelligence and financial project management and support of investment tracking; financial services, namely, master data management services


First Use Date in General

02th Feb 2020

First Use Date in Commerce

02th Feb 2020

Mark Details


Serial Number

No 88802661

Mark Type

No Service Mark

Attorney Docket Number

No 5133-0030

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
23rd Nov 2021REGISTERED-SUPPLEMENTAL REGISTER
21st Oct 2021LAW OFFICE PUBLICATION REVIEW COMPLETED
20th Oct 2021APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
20th Oct 2021EXPARTE APPEAL TERMINATED
19th Oct 2021TEAS/EMAIL CORRESPONDENCE ENTERED
18th Oct 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
18th Oct 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
13th Oct 2021NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
12th Oct 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
12th Oct 2021NON-FINAL ACTION WRITTEN