USPTO serial 90496946
XPORTFOLIO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 8, 2022
- Examiner
- PEREZ, STEVEN M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Shauna M. Wertheim
Shauna M. Wertheim THE MARBURY LAW GROUP, PLLC11800 SUNRISE VALLEY DRIVE15TH FLOORRESTON, VA 20191Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Brokerage services in the field of OTC (over the counter) clearing services for sustainable environmental, social and governance (ESG) commodities, futures, derivatives, securities, shares, stocks, options and bonds; Providing financial exchange services, namely, providing for the exchange of environmental, social and governance (ESG) commodities, futures, derivatives, securities, shares, stocks, options and bonds via the internet and intranet systems; Brokerage services in the field of sustainable environmental, social and governance (ESG) commodities, futures, derivatives, securities, shares, stocks, options and bonds; Financial clearing and clearinghouse services, namely, clearing and reconciling financial transactions involving sustainable environmental, social and governance (ESG) commodities; Financial analysis services, namely, compiling and analyzing statistics, data and other sources of information in the fields of sustainable environmental, social and governance (ESG) benchmark metrics and related information for the financial purpose of conducting financial transactions of financial instruments based on ESG benchmark metrics; providing an on-line searchable database featuring financial information in the fields of sustainable environmnetal, social and governance (ESG) benchmark metrics and related information; futures exchange services; monitoring of global financial markets for others, namely, global investment research services for others; financial research and analysis services; financial information provided by electronic means in the field of environmental, social and governance (ESG) benchmark metrics and related information through a customized web portal; providing financial information in the form of reports for others | ACTIVE | Jan 12, 2021 |
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 Xpansiv Data Systems, Inc.
- Other trademarks owned by Xpansiv Data Systems, Inc.
- Other trademarks owned by Xpansiv Data Systems, Inc.
- Other trademarks in Class 036
- Similar marks named XPORTFOLIO
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 30, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 30, 2024 | 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 30, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 30, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 30, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 8, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Nov 8, 2022 | 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. |
| Oct 7, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 6, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 31, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 31, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 16, 2022 | IUAF | USE AMENDMENT FILED | — |
| Aug 16, 2022 | 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. |
| May 24, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 24, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 24, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 22, 2022 | NOAM | NOA E-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. |
| Dec 28, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 28, 2021 | 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. |
| Dec 8, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 23, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 16, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 15, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 15, 2021 | 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. |
| Sep 6, 2021 | 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. |
| Sep 6, 2021 | 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. |
| Sep 6, 2021 | 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. |
| Aug 13, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| May 1, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 2, 2021 | NWAP | NEW APPLICATION ENTERED | — |