Drawing for PORTFOLIOANALYST

USPTO serial 86894308

PORTFOLIOANALYST

Reviewed by CopyMark Law Group

Reg. 5158185Status 701Renewal
Filing date
Status date
Registration date
Mar 7, 2017
Examiner
ERVIN, INGA
Law office
TMO LAW OFFICE 111

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.

Status 701: Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary.

Need help with PORTFOLIOANALYST?

If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.

Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $399*

Plus Government fees of $650

Not the owner?
File a new U.S. trademark application, or speak with our attorneys.

Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Dorothy R. Whitney

Dorothy R. Whitney Cowan Liebowitz & Latman P C114 West 47th StreetNew York, NY 10036-6710UNITED STATES

Goods and services

ClassDescriptionStatusFirst use
042PROVIDING TEMPORARY USE OF ON-LINE NON-DOWNLOADABLE SOFTWARE FOR INVESTMENT PORTFOLIO PERFORMANCE EVALUATION AND GENERATING RELATED REPORTS AND CHARTSACTIVE—

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.

Prosecution history

DateCodeEventWhat it means
Mar 7, 2026REM2COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED—
Aug 3, 2023NAS8NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED—
Aug 3, 20238.OKREGISTERED - SEC. 8 (6-YR) ACCEPTEDThe 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.
Aug 3, 2023APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Feb 27, 2023ES8RTEAS SECTION 8 RECEIVED—
Mar 7, 2022REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Mar 7, 2017R.SRREGISTERED-SUPPLEMENTAL REGISTERYour 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.
Jan 30, 2017PREVLAW OFFICE PUBLICATION REVIEW COMPLETED—
Jan 30, 2017ALIEASSIGNED TO LIE—
Jan 10, 2017CNTAAPPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER—
Nov 18, 2016TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Nov 17, 2016CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Nov 17, 2016TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
May 18, 2016GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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 18, 2016GNRTNON-FINAL ACTION E-MAILEDA 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 18, 2016CNRTNON-FINAL ACTION WRITTENA 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 18, 2016DOCKASSIGNED TO EXAMINER—
Mar 30, 2016TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Feb 6, 2016MPMKNOTICE OF PSEUDO MARK E-MAILED—
Feb 5, 2016NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Feb 5, 2016NWAPNEW APPLICATION ENTERED—

Frequently asked questions

Related guidance