Who owns the PORTFOLIO ANALYZER trademark?

The PORTFOLIO ANALYZER trademark is owned by CAPITAL CLIENT GROUP, INC..

What class is the PORTFOLIO ANALYZER trademark registered in?

The PORTFOLIO ANALYZER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PORTFOLIO ANALYZER?

The USPTO serial number for PORTFOLIO ANALYZER is 85495221.

What is the registration number for PORTFOLIO ANALYZER?

PORTFOLIO ANALYZER is registered under USPTO registration number 4192215.

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Section 8/9 declaration window

August 16, 2032

2112 days remaining

POR

PORTFOLIO ANALYZER

REGISTERED

Serial: 85495221
Reg: 4192215
Filed: Dec 14, 2011
Owner: CAPITAL CLIENT GROUP, INC.

Financial, monetary and banking services; insurance services; real estate services.

What to file next

Section 9 renewal, filed with a Section 8 declaration

When: Due between the ninth and tenth anniversary of registration, then before each tenth anniversary after that.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed renewal cancels the registration, and there is no revival route for it.

How Section 9 renewal works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 12, 2011

First use in commerce: May 12, 2011

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

36 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Feb 12, 2025

Code ASGN

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 20, 2022

Code APRE

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Sep 20, 2022

Code 89AG

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Sep 20, 2022

Code RNL1

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Sep 20, 2022

Code NA89

TEAS SECTION 8 & 9 RECEIVED

Mar 25, 2022

Code E89R

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 14, 2022

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 14, 2022

Code ARAA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 14, 2022

Code TCCA

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Aug 14, 2021

Code REM2

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 09, 2019

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 09, 2019

Code ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 25, 2018

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 25, 2018

Code ARAA

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 29, 2017

Code APRE

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Sep 29, 2017

Code 8.OK

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Sep 29, 2017

Code NAS8

TEAS SECTION 8 RECEIVED

Sep 07, 2017

Code ES8R

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Aug 14, 2017

Code REM1

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 07, 2016

Code COAR

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 07, 2016

Code CHAN

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 15, 2016

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 15, 2016

Code ARAA

REGISTERED-SUPPLEMENTAL REGISTER

Aug 14, 2012

Code R.SR

ASSIGNED TO LIE

Jul 07, 2012

Code ALIE

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jul 07, 2012

Code PREV

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jun 18, 2012

Code CNTA

TEAS/EMAIL CORRESPONDENCE ENTERED

May 26, 2012

Code TEME

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 25, 2012

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 25, 2012

Code CRFA

NON-FINAL ACTION WRITTEN

Mar 27, 2012

Code CNRT

NON-FINAL ACTION E-MAILED

Mar 27, 2012

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 27, 2012

Code GNRN

ASSIGNED TO EXAMINER

Mar 21, 2012

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 21, 2011

Code NWOS

NEW APPLICATION ENTERED

Dec 17, 2011

Code NWAP

PORTFOLIO ANALYZER

What to file next

Full Goods & Services

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