PORTFOLIO360

Serial Number 78906377
Registration 3562646
800

Registration Progress

Application Filed
Jun 12, 2006
Under Examination
Oct 23, 2007
Approved for Publication
Jul 11, 2007
Published for Opposition
Jul 31, 2007
Registered
Jan 13, 2009

Trademark Image

PORTFOLIO360

Basic Information

Serial Number
78906377
Registration Number
3562646
Filing Date
June 12, 2006
Registration Date
January 13, 2009
Published for Opposition
July 31, 2007
Renewal Date
January 13, 2019
Drawing Code
4000

Status Summary

Current Status
Active
Status Code
800
Status Date
Jun 7, 2019
Registration
Registered
Classes
042

Rights Holder

VESTMARK, INC.

03
Address
100 QUANNAPOWITT PARKWAY, SUITE 205
WAKEFIELD, MA 01880

Ownership History

Peterson, Jeff

Original Applicant
01
Chicago, IL

Peterson, Jeff

Owner at Publication
01
Chicago, IL

ADVANCED OBJECTS, INC.

New Owner After Publication #1
03
CHICAGO, IL

ADVANCED OBJECTS, INC.

Original Registrant
03
CHICAGO, IL

VESTMARK, INC.

New Owner After Registration #1
03
WAKEFIELD, MA

Legal Representation

Attorney
Thomas D. Bratschun

USPTO Deadlines

Next Deadline
1270 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2009-01-13)
Due Date
January 13, 2029
Grace Period Ends
July 13, 2029

Application History

49 events
Date Code Type Description Documents
Jun 7, 2019 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jun 7, 2019 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Jun 7, 2019 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Jun 7, 2019 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
May 2, 2019 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Jan 13, 2018 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Jul 29, 2015 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jul 29, 2015 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Jul 15, 2015 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Apr 19, 2014 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Apr 19, 2014 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Apr 19, 2014 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Apr 7, 2014 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Apr 7, 2014 815F I REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED Loading...
Jan 13, 2009 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Dec 8, 2008 FIXD O ELECTRONIC RECORD REVIEW COMPLETE Loading...
Dec 5, 2008 ERRR O ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED Loading...
Dec 4, 2008 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Dec 4, 2008 REGV O LAW OFFICE REGISTRATION REVIEW COMPLETED Loading...
Dec 3, 2008 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Nov 20, 2008 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Nov 18, 2008 EPPA I TEAS POST PUBLICATION AMENDMENT RECEIVED Loading...
Nov 18, 2008 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Nov 18, 2008 INOA I AMENDMENT AFTER NOA NOT ENTERED Loading...
Nov 18, 2008 IUAF S USE AMENDMENT FILED Loading...
Oct 17, 2008 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Oct 17, 2008 EX2G S SOU EXTENSION 2 GRANTED Loading...
Oct 16, 2008 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Oct 16, 2008 EXT2 S SOU EXTENSION 2 FILED Loading...
Apr 22, 2008 EX1G S SOU EXTENSION 1 GRANTED Loading...
Apr 15, 2008 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Apr 15, 2008 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Apr 15, 2008 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
Apr 15, 2008 EXT1 S SOU EXTENSION 1 FILED Loading...
Oct 23, 2007 NOAM O NOA MAILED - SOU REQUIRED FROM APPLICANT Loading...
Jul 31, 2007 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jul 11, 2007 NPUB O NOTICE OF PUBLICATION Loading...
May 10, 2007 ALIE A ASSIGNED TO LIE Loading...
May 10, 2007 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Apr 20, 2007 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Mar 21, 2007 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Mar 21, 2007 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
Mar 21, 2007 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Mar 21, 2007 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Nov 21, 2006 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 21, 2006 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 13, 2006 DOCK D ASSIGNED TO EXAMINER Loading...
Jun 17, 2006 MPMK O NOTICE OF PSEUDO MARK MAILED Loading...
Jun 16, 2006 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT
First Use Anywhere: Nov 17, 2008
First Use in Commerce: Nov 17, 2008

Additional Information

Pseudo Mark
PORTFOLIO 360

Classification

International Classes
042