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PORTFOLIOCENTER
Live/Registered
REGISTERED AND RENEWED

on 09 Oct 2014

Last Applicant/ Owned by

811 First Ave., Suite 340

Seattle

WA

98104

Serial Number

76386662 filed on 22nd Mar 2002

Registration Number

2952283 registered on 17th May 2005

in the Principal Register

Correspondent Address

Melissa S. Dillenbeck

Melissa S. Dillenbeck Faegre Drinker Biddle & Reath LLP

Suite 3700

Chicago, IL 60606

UNITED STATES

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

PORTFOLIOCENTER

Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet Data processing services for others Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment per Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet


First Use Date in General

20th Feb 2004

First Use Date in Commerce

20th Feb 2004

Class [041]
Education and Entertainment Services


Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management


First Use Date in General

20th Feb 2004

First Use Date in Commerce

20th Feb 2004

Class [036]
Insurance & Financial Services


Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks


First Use Date in General

20th Feb 2004

First Use Date in Commerce

20th Feb 2004

Class [035]
Advertising, Business & Retail Services


Data processing services for others


First Use Date in General

20th Feb 2004

First Use Date in Commerce

20th Feb 2004

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


Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments


First Use Date in General

20th Feb 2004

First Use Date in Commerce

20th Feb 2004

Mark Details


Serial Number

No 76386662

Mark Type

No Service Mark

Attorney Docket Number

No

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
17th May 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
29th Mar 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
29th Mar 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
29th Mar 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
29th Mar 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
29th Mar 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11th Dec 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
24th Jan 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
24th Jan 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09th Oct 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED