USPTO serial 76386662
PORTFOLIOCENTER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 17, 2005
- Examiner
- RAUEN, JAMES
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Performance Technologies, Inc.
Raleigh, NC
Performance Technologies, Inc.
Raleigh, NC
Performance Technologies, Inc.
Raleigh, NC
Seattle, WA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Melissa S. Dillenbeck
Melissa S. Dillenbeck Faegre Drinker Biddle & Reath LLP320 South Canal Street, Suite 3300Chicago, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | 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 | ACTIVE | Feb 20, 2004 |
| 035 | Data processing services for others | ACTIVE | Feb 20, 2004 |
| 036 | 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 | ACTIVE | Feb 20, 2004 |
| 041 | 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 | ACTIVE | Feb 20, 2004 |
| 042 | Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet | ACTIVE | Feb 20, 2004 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Performance Technologies, Inc.
- Other trademarks owned by Performance Technologies, Inc.
- Other trademarks owned by Performance Technologies, Inc.
- Other trademarks owned by TAMARAC INC.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named PORTFOLIOCENTER
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 28, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 28, 2025 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Aug 28, 2025 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Aug 28, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 22, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 17, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 29, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 29, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 29, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 29, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 29, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 11, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 24, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 24, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 9, 2014 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Oct 9, 2014 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Oct 9, 2014 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Oct 9, 2014 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 30, 2014 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Sep 30, 2014 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 25, 2012 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 25, 2012 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 17, 2011 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| May 16, 2011 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 25, 2011 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 17, 2005 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 25, 2005 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Mar 18, 2005 | ALIE | ASSIGNED TO LIE | — |
| Mar 15, 2005 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 15, 2005 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Mar 1, 2005 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 1, 2005 | PAPER RECEIVED | — | |
| Dec 1, 2004 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Nov 30, 2004 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 10, 2004 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 26, 2004 | IUAF | USE AMENDMENT FILED | — |
| Jul 26, 2004 | PAPER RECEIVED | — | |
| May 11, 2004 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Feb 17, 2004 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jan 28, 2004 | NPUB | NOTICE OF PUBLICATION | — |
| Dec 11, 2003 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 11, 2003 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 9, 2003 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 23, 2003 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 23, 2003 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 29, 2003 | CNFR | FINAL REFUSAL MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 16, 2003 | CFIT | CASE FILE IN TICRS | — |
| Sep 15, 2003 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 15, 2003 | PAPER RECEIVED | — | |
| Mar 12, 2003 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 30, 2003 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 30, 2003 | PAPER RECEIVED | — | |
| Jan 8, 2003 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 7, 2002 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 17, 2002 | DOCK | ASSIGNED TO EXAMINER | — |