USPTO serial 76546129
OPTFOLIO
Reviewed by CopyMark Law Group
Reg. 2912359Status 710
- Filing date
- Status date
- Registration date
- Dec 21, 2004
- Examiner
- REIHNER, DAVID
- Law office
- GENERIC WEB UPDATE
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Brian D. Brown
Brian D. Brown Faegre Baker Daniels LLP1700 Lincoln Street3200 Wells Fargo CenterDENVER, CO 80203-4532Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software namely portfolio management software with mathematical functions for use in analyzing investment or project portfolios | SECTION 8 - CANCELLED | Nov 9, 2000 |
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 Optimization Technologies, Inc.
- Other trademarks owned by Optimization Technologies, Inc.
- Other trademarks owned by Optimization Technologies, Inc.
- Other trademarks in Class 009
- Similar marks named OPTFOLIO
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 4, 2025 | CAEX | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 | — |
| Dec 21, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 9, 2015 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jan 9, 2015 | 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. |
| Jan 9, 2015 | 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. |
| Jan 9, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 16, 2014 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Sep 30, 2010 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 29, 2010 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 28, 2010 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 21, 2004 | 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. |
| Sep 28, 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. |
| Sep 8, 2004 | NPUB | NOTICE OF PUBLICATION | — |
| Jul 29, 2004 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 29, 2004 | ALIE | ASSIGNED TO LIE | — |
| Jul 27, 2004 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 19, 2004 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 19, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 19, 2004 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Jul 19, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 19, 2004 | 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. |
| Jun 22, 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. |
| May 28, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 28, 2004 | FAXX | FAX RECEIVED | — |
| May 28, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 29, 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. |
| Mar 24, 2004 | DOCK | ASSIGNED TO EXAMINER | — |