USPTO serial 99775644
EF PORTFOLIO
Status 641Office Action
- Filing date
- Apr 20, 2026
- Status date
- Aug 26, 2026
- Registration date
- —
- Examiner
- SAUNDERS, ANDREA DAWN
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What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
Deadline: November 26, 2026
Office Action issues
The USPTO examiner has raised a likelihood of confusion refusal with an existing registration, requested a disclaimer for descriptive wording, required an updated business domicile address, and asked for clarification regarding the meaning of letters in your mark.
Owner
EFportfolio LLC
Sacramento, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial analysis and consultation; Financial portfolio analysis services; Financial investment analysis and stock research; Financial planning; On-line financial planning services; Financial risk assessment services; Financial information and advisory services; Investment advice; Investment advisory services | ACTIVE | Mar 18, 2026 |
| 042 | Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for Financial investment analysis, financial management and consultation; Software as a service (SAAS) services featuring software for investment research, stock research, financial investment analysis, and investment advisory services; Providing temporary use of on-line non-downloadable cloud computing software for financial investment analysis, financial management, and consultation | ACTIVE | Mar 18, 2026 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 26, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Aug 26, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Aug 26, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Aug 26, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Aug 24, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 20, 2026 | NWAP | NEW APPLICATION ENTERED |
| Apr 20, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |