Legal Representation
Attorney
Michael D. Lazzara
USPTO Deadlines
Next Deadline
80 days remaining
Section 8 & 9 Renewal Due (20-Year) (Based on registration date 2006-01-24)
Due Date
January 24, 2026
Grace Period Ends
July 24, 2026
Application History
42 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 24, 2025 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| Jun 2, 2023 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jun 2, 2023 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Jun 2, 2023 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jun 2, 2023 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Jun 2, 2023 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jun 2, 2023 | EWAF | I | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | Loading... |
| May 29, 2019 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| May 29, 2019 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Jul 11, 2018 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Jul 22, 2015 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Jul 15, 2015 | ASCK | I | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | Loading... |
| Apr 8, 2015 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Apr 8, 2015 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Apr 8, 2015 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Apr 7, 2015 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Mar 24, 2015 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Feb 9, 2011 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| Feb 9, 2011 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jan 26, 2011 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Nov 8, 2006 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Nov 8, 2006 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Nov 1, 2006 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Jan 24, 2006 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Dec 8, 2005 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Dec 8, 2005 | REGV | O | LAW OFFICE REGISTRATION REVIEW COMPLETED | Loading... |
| Nov 27, 2005 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| Nov 9, 2005 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| Oct 26, 2005 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Oct 26, 2005 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Aug 23, 2005 | NOAM | O | NOA MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| May 31, 2005 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| May 11, 2005 | NPUB | O | NOTICE OF PUBLICATION | Loading... |
| Feb 15, 2005 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Feb 15, 2005 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jan 25, 2005 | CNEA | O | EXAMINERS AMENDMENT MAILED | Loading... |
| Jan 25, 2005 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 25, 2005 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jan 25, 2005 | CNRT | F | NON-FINAL ACTION MAILED | Loading... |
| Jan 24, 2005 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 10, 2005 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 16, 2004 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance management, financial instrument trades tracking, account reconciliation and accounting
First Use Anywhere:
Sep 29, 2005
First Use in Commerce:
Sep 29, 2005
Classification
International Classes
009
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
PORTFOLIO