Who owns the PORTFOLIOFLEX trademark?

The PORTFOLIOFLEX trademark is owned by BNY Mellon Advisors, Inc..

What is the serial number for PORTFOLIOFLEX?

The USPTO serial number for PORTFOLIOFLEX is 99480537.

What is the registration number for PORTFOLIOFLEX?

PORTFOLIOFLEX is registered under USPTO registration number 0.

POR

USPTO Trademark Record

PENDING

PORTFOLIOFLEX

Q: What class is the PORTFOLIOFLEX trademark registered in?

The PORTFOLIOFLEX trademark is registered in Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

SN 99480537·Reg 0·Filed Nov 05, 2025

Owner BNY Mellon Advisors, Inc.

Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

PORTFOLIOFLEX (Serial No. 99480537), Registration No. 0, is a pending US trademark filed on Nov 05, 2025 by BNY Mellon Advisors, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

Deadline expired: September 18, 2026

Mark Intelligence

PORTFOLIOFLEX (Reg. #0) is a pending US trademark that was filed in 2025 and is currently under USPTO examination. The mark covers Class 036 (Insurance, financial & real estate services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological servic....

FILED

Nov 05, 2025

SERIAL

99480537

REG#

REGISTERED

Dec 31, 1969

Owner

Applicant

BNY Mellon Advisors, Inc.

Entity

Corporation

State

Address

1800 American Boulevard, Suite 300, Pod D, Pennington, NJ, 08534

Country

Attorney

NameJoshua W. Newman

Law firm

Joshua W. Newman Reed Smith LLP

Docket

T44566US00

Address

40th Floor, 10 South Wacker Drive, Chicago, IL 60606, United States

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Filing Information

StatusPENDING

Filing DateNov 05, 2025

Serial Number99480537

Registration No.0

Registration DateDec 31, 1969

Status DateMar 18, 2026

Mark TypeStandard characters

Attorney DocketT44566US00

Status DescriptionLive and pending, non-final action mailed

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Mar 04, 2025

First use in commerce: Mar 04, 2025

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

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Mar 04, 2025

First use in commerce: Mar 04, 2025

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

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

Status History

9 events

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

Jun 11, 2026

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

Jun 11, 2026

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

ASSIGNED TO EXAMINER

Mar 18, 2026

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Mar 18, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 18, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 18, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 12, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Nov 05, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Nov 05, 2025

APPLICATION FILING RECEIPT MAILED

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