USPTO serial 79178868
QUANTFOLIO
Reviewed by CopyMark Law Group
Reg. 5061537Status 706Renewal
- Filing date
- Status date
- Registration date
- Oct 18, 2016
- Examiner
- SCHIMPF, TIMOTHY O
- Law office
- GENERIC WEB UPDATE
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Gabrielle A. Holley
Gabrielle A. Holley Holley & Menker, P.A.P.O. Box 96Solana Beach, CA 92075UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software, downloadable or recorded on data media, for use as an application programming interface (API); computer software that is downloadable or recorded on data media, namely, application programming interface (API) which facilitates online services for financial information and financial trading applications and for allowing data retrieval, upload, download, access and management; downloadable financial computer software to allow users to perform financial transaction, research and information sharing via global computer and communication networks; computer software for the collection, editing, organizing, modifying, transmission, storage and sharing of financial data and information | ACTIVE | — |
| 036 | Investment management services; investment advice; financial risk management; mutual fund investment services; mutual fund distribution services; investment advisory services; financial investment research; financial research; financial information and evaluations; financial analysis; providing financial information in the field of investment opportunities and financial analysis; investment management; distribution of shares of investment companies or other pooled investment vehicles, namely, mutual fund distribution and hedge fund distribution; online financial services, namely, financial planning, wealth management, financial research, and robot trading of mutual funds, exchange traded funds, and equities | ACTIVE | — |
| 038 | Telecommunications services, namely, electronic transmission of data in the nature of financial instruments research, ideas, tips, models and advice among internet users; telecommunications services, namely, electronic transmission of data, messages, graphics, images, audio, video and information; providing online forums for communication on topics of financial interest; providing access to computer databases in the fields of financial instruments, financial news, financial research, and financial information | ACTIVE | — |
| 042 | Design and development of computer software | ACTIVE | — |
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 Quantfolio AS
- Other trademarks owned by Quantfolio AS
- Other trademarks owned by Quantfolio AS
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 038
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 23, 2025 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Oct 18, 2025 | REM4 | COURTESY REMINDER - SEC. 71 (10-YR) E-MAILED | — |
| Oct 2, 2025 | RNWL | INTERNATIONAL REGISTRATION RENEWED | — |
| Nov 22, 2023 | NA71 | NOTICE OF ACCEPTANCE OF SEC. 71 - E-MAILED | — |
| Nov 22, 2023 | 71AG | REGISTERED-SEC.71 ACCEPTED | — |
| Nov 21, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 18, 2023 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Apr 17, 2023 | ES71 | TEAS SECTION 71 RECEIVED | — |
| Feb 5, 2023 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Dec 3, 2022 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Mar 10, 2017 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Feb 21, 2017 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Feb 21, 2017 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Jan 18, 2017 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Nov 11, 2016 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Oct 18, 2016 | 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. |
| Aug 2, 2016 | 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 13, 2016 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Jul 13, 2016 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Jul 13, 2016 | NPUB | NOTICE OF PUBLICATION | — |
| Jun 29, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 29, 2016 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Jun 29, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 29, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 13, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 13, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 13, 2016 | 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. |
| Feb 20, 2016 | RFNP | REFUSAL PROCESSED BY IB | — |
| Feb 3, 2016 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Feb 3, 2016 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jan 30, 2016 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jan 29, 2016 | 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 26, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 1, 2016 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 28, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 17, 2015 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |