USPTO serial 85495176
PORTFOLIO ANALYZER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 14, 2012
- Examiner
- ORTIGA PALMER, RAMONA
- 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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Current trademark owner
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Owner
LOS ANGELES, CA
American Funds Distributors, Inc.
Los Angeles, CA
American Funds Distributors, Inc.
Los Angeles, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Rachel V. Nass
Rachel V. Nass Rachel V. Nass333 South Hope St.. 55th FloorAttn: Legal DepartmentLos Angeles, CA 90071Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning | ACTIVE | May 12, 2011 |
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 CAPITAL CLIENT GROUP, INC.
- Other trademarks owned by American Funds Distributors, Inc.
- Other trademarks owned by American Funds Distributors, Inc.
- Other trademarks in Class 042
- Similar marks named PORTFOLIO ANALYZER
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 12, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 21, 2022 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 21, 2022 | 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. |
| Sep 21, 2022 | 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. |
| Sep 20, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 25, 2022 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 14, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 14, 2022 | 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. |
| Feb 14, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 14, 2021 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Oct 9, 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. |
| Oct 9, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 25, 2018 | 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, 2018 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 29, 2017 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Sep 29, 2017 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Sep 29, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 7, 2017 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Aug 14, 2017 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 7, 2016 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 7, 2016 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 15, 2016 | 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, 2016 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 14, 2012 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jul 7, 2012 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 7, 2012 | ALIE | ASSIGNED TO LIE | — |
| Jun 18, 2012 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| May 26, 2012 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 25, 2012 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 25, 2012 | 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. |
| Mar 27, 2012 | GNRN | NOTIFICATION OF 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. |
| Mar 27, 2012 | 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. |
| Mar 27, 2012 | 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. |
| Mar 21, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 21, 2011 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 17, 2011 | NWAP | NEW APPLICATION ENTERED | — |