PORTFOLIO POV
Live / Applied — New application — not yet assigned to an examiner (as of 28 Oct 2026)
What this means for you
Not registered yet, but its 28 Oct 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50187490
- Mark type
- Word mark
- Filed
- 28 Oct 2026
- Attorney of record
- ANDREW OLMSTED
Goods and services
- Class 036 — Insurance and financial services: Financial advice; Financial planning; Investment advisory services; Investment advice; Financial risk assessment services; Financial investment analysis and stock research; Financial portfolio analysis services
- Class 042 — Scientific and technological services: Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for financial investment analysis, financial management and consultation; Software as a service (SAAS) services featuring software for financial investment analysis, financial management and consultation; Providing temporary use of on-line non-downloadable cloud computing software for financial investment analysis, financial management and consultation
Owner
- Portfolio Point of View LLC, SACRAMENTO, CA, US
Prosecution history
- 28 Oct 2026 — APPLICATION FILING RECEIPT MAILED
- 28 Oct 2026 — NEW APPLICATION ENTERED