Drawing for PORTFOLIOMATCH

USPTO serial 97319492

PORTFOLIOMATCH

Reviewed by CopyMark Law Group

Reg. 7756502Status 700Registered
Filing date
Status date
Registration date
Apr 8, 2025
Examiner
ALBANO, ASHLEY C
Law office
FILE REPOSITORY (FRANCONIA)

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.

Status 700: 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.

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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.

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Monitor this mark, or talk with CopyMark about this registration.
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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.

Olga Egorova

110 East 59th Street 7th FloorLegal DepartmentNew York, NY 10022

Goods and services

ClassDescriptionStatusFirst use
036Electronic financial trading services; financial services, namely, brokerage of securities, bonds, currencies, commodities, foreign exchange, transactions, futures, options, forwards, swaps, repurchase agreements, and other derivative products; Financial portfolio management in the nature of portfolio compression services for financial securities and over-the-counter (OTC) derivatives; providing financial information; providing financial information, namely, information in the fields of foreign exchange transactions, interest rate swaps, repos, futures, commodities, securities, bonds, currencies, financial instruments, brokerage, trading, investments, financial markets, stock pricing and financial indicesACTIVENov 30, 2020

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
Jun 20, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jun 20, 2025ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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.
Jun 20, 2025REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jun 20, 2025CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jun 20, 2025COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Apr 9, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Apr 8, 2025NRCSNOTICE OF REGISTRATION CONFIRMATION EMAILED—
Apr 8, 2025R.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.
Mar 12, 2025EXPTEXPARTE APPEAL TERMINATED—
Mar 12, 2025CNTAAPPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER—
Oct 23, 2024EXPIEX PARTE APPEAL-INSTITUTED—
Oct 23, 2024JURTJURISDICTION RESTORED TO EXAMINING ATTORNEY—
Oct 23, 2024EXAFEXPARTE APPEAL RECEIVED AT TTAB—
Oct 8, 2024TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Oct 8, 2024CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Oct 8, 2024ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
Sep 26, 2024IUAAUSE AMENDMENT ACCEPTED—
Aug 8, 2024AUPCAMENDMENT TO USE PROCESSING COMPLETE—
Aug 8, 2024IUAFUSE AMENDMENT FILED—
Aug 8, 2024EAAUTEAS AMENDMENT OF USE RECEIVED—
Jul 19, 2024XELGAPPLICATION EXTENSION GRANTED/RECEIPT PROVIDED—
Jul 19, 2024XELRAPPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED—
Apr 23, 2024GNS1NOTIFICATION OF SUBSEQUENT FINAL EMAILED—
Apr 23, 2024GNSFSUBSEQUENT FINAL EMAILED—
Apr 23, 2024CFRCSUBSEQUENT FINAL REFUSAL WRITTEN—
Mar 7, 2024TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Mar 7, 2024CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Mar 7, 2024TROATEAS 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.
Dec 7, 2023XELGAPPLICATION EXTENSION GRANTED/RECEIPT PROVIDED—
Dec 7, 2023XELRAPPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED—
Sep 7, 2023GNRNNOTIFICATION 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.
Sep 7, 2023GNRTNON-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.
Sep 7, 2023CNRTNON-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.
Aug 7, 2023XAECEXAMINER'S AMENDMENT ENTERED—
Aug 7, 2023GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED—
Aug 7, 2023GNEAEXAMINERS AMENDMENT E-MAILED—
Aug 7, 2023CNEAEXAMINERS AMENDMENT -WRITTEN—
May 11, 2023GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
May 11, 2023GNFRFINAL REFUSAL E-MAILEDA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
May 11, 2023CNFRFINAL REFUSAL WRITTENA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Mar 31, 2023TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Mar 30, 2023CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Mar 30, 2023TROATEAS 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.
Jan 9, 2023GNRNNOTIFICATION 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.
Jan 9, 2023GNRTNON-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.
Jan 9, 2023CNRTNON-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.
Dec 29, 2022DOCKASSIGNED TO EXAMINER—
Mar 23, 2022NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Mar 22, 2022NWAPNEW APPLICATION ENTERED—

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