Legal Representation
Attorney
Jordan Arnot Leahey
USPTO Deadlines
Application History
12 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 16, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Nov 28, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 28, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Nov 28, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 24, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 24, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 24, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 13, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 3, 2025 | MDSM | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Nov 3, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 16, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 16, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Investment management; financial investment portfolio analysis; financial investment due diligence; financial services in the nature of investment portfolio construction
First Use Anywhere:
Oct 3, 2025
First Use in Commerce:
Oct 3, 2025
Class 042
Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions, all in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Providing temporary use of on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth; Providing temporary use of on-line non-downloadable software for financial due diligence
First Use Anywhere:
Oct 3, 2025
First Use in Commerce:
Oct 3, 2025
Additional Information
Design Mark
The mark consists of the wording "ADVISORENGINE" on top of "PORTFOLIO SOLUTIONS" all to the right of a rising arrow comprised of three lines.
Color Claim
Color is not claimed as a feature of the mark.
Pseudo Mark
ADVISOR ENGINE PORTFOLIO SOLUTIONS
Classification
International Classes
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PORTFOLIO SOLUTIONS"