USPTO serial 78432486
PORTFOLIO EXCHANGE
Reviewed by CopyMark Law Group
Reg. 3107811Status 710
- Filing date
- Status date
- Registration date
- Jun 20, 2006
- Examiner
- COFIELD, JULIA
- Law office
- TMEG LAW OFFICE 108
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 The federal registration is no longer active.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
San Francisco, CA
San Francisco, CA
San Francisco, CA
SAN FRANCISCO, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Thomas D. Drescher
Thomas D. Drescher ADVENT SOFTWARE, INC.600 TOWNSEND STREET, 5TH FLOORSAN FRANCISCO, CA 94103UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting | SECTION 8 - CANCELLED | Oct 31, 2005 |
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 ADVENT SOFTWARE, INC.
- Other trademarks owned by Advent Technology, Inc.
- Other trademarks owned by Advent Technology, Inc.
- Other trademarks owned by ADVENT SOFTWARE, INC.
- Other trademarks in Class 009
- Similar marks named PORTFOLIO EXCHANGE
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 11, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jan 27, 2017 | CAEX | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 | — |
| Jul 22, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 15, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 20, 2015 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 8, 2011 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 8, 2011 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Aug 8, 2011 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 27, 2011 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 8, 2006 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 8, 2006 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 1, 2006 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 20, 2006 | 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. |
| May 9, 2006 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| May 5, 2006 | ALIE | ASSIGNED TO LIE | — |
| Apr 30, 2006 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 10, 2006 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 22, 2006 | IUAF | USE AMENDMENT FILED | — |
| Mar 22, 2006 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Mar 17, 2006 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Mar 1, 2006 | EXT1 | SOU EXTENSION 1 FILED | — |
| Mar 1, 2006 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Sep 13, 2005 | 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. |
| Jun 21, 2005 | 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. |
| Jun 1, 2005 | NPUB | NOTICE OF PUBLICATION | — |
| Mar 4, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 2, 2005 | ALIE | ASSIGNED TO LIE | — |
| Feb 22, 2005 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 29, 2005 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 18, 2005 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 18, 2005 | 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. |
| Jan 10, 2005 | GNRT | NON-FINAL ACTION E-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 10, 2005 | CNRT | 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. |
| Jan 10, 2005 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 16, 2004 | NWAP | NEW APPLICATION ENTERED | — |