USPTO serial 78906377
PORTFOLIO360
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 13, 2009
- Examiner
- HAN, DAWN L
- Law office
- GENERIC WEB UPDATE
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
CHICAGO, IL, US
Chicago, IL, US
CHICAGO, IL, US
Chicago, IL, US
WAKEFIELD, MA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Xheneta Ademi
Xheneta Ademi Quarles & Brady LLC2020 K Street, NW, Suite 400Washington, DC 20006-1806United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT | ACTIVE | Nov 17, 2008 |
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 ADVANCED OBJECTS, INC.
- Other trademarks owned by Peterson, Jeff
- Other trademarks owned by ADVANCED OBJECTS, INC.
- Other trademarks owned by Peterson, Jeff
- Other trademarks owned by VESTMARK, INC.
- Other trademarks in Class 042
- Similar marks named PORTFOLIO360
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 14, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 14, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 14, 2026 | 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. |
| Sep 14, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 14, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 14, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 7, 2019 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jun 7, 2019 | 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. |
| Jun 7, 2019 | 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. |
| Jun 7, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 2, 2019 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 13, 2018 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 29, 2015 | 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. |
| Jul 29, 2015 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 15, 2015 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 19, 2014 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Apr 19, 2014 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Apr 19, 2014 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 7, 2014 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Apr 7, 2014 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jan 13, 2009 | 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. |
| Dec 8, 2008 | FIXD | ELECTRONIC RECORD REVIEW COMPLETE | — |
| Dec 5, 2008 | ERRR | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED | — |
| Dec 4, 2008 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Dec 4, 2008 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 3, 2008 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 20, 2008 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 18, 2008 | IUAF | USE AMENDMENT FILED | — |
| Nov 18, 2008 | INOA | AMENDMENT AFTER NOA NOT ENTERED | — |
| Nov 18, 2008 | 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. |
| Nov 18, 2008 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Oct 17, 2008 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Oct 17, 2008 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 16, 2008 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 16, 2008 | 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. |
| Apr 22, 2008 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 15, 2008 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 15, 2008 | 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. |
| Apr 15, 2008 | 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. |
| Apr 15, 2008 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 23, 2007 | 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. |
| Jul 31, 2007 | 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. |
| Jul 11, 2007 | NPUB | NOTICE OF PUBLICATION | — |
| May 10, 2007 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 10, 2007 | ALIE | ASSIGNED TO LIE | — |
| Apr 20, 2007 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 21, 2007 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 21, 2007 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 21, 2007 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 21, 2007 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 21, 2006 | 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. |
| Nov 21, 2006 | 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. |
| Nov 13, 2006 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 17, 2006 | MPMK | NOTICE OF PSEUDO MARK MAILED | — |
| Jun 16, 2006 | NWAP | NEW APPLICATION ENTERED | — |