PORTFOLIO PATHWAY
Live / Registered — Registered and renewed (as of 03 Apr 2023)
What this means for you
Registered since 27 Mar 2012. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 27 Mar 2032: the §8 & §9 renewal).
Record
- Serial number
- 77627433
- Registration number
- 4118882
- Mark type
- Word mark
- Filed
- 05 Dec 2008
- Published for opposition
- 24 Nov 2009
- Registered
- 27 Mar 2012
- Current term from
- 27 Mar 2022
- Next maintenance filing
- §8 & §9 renewal, due by 27 Mar 2032 (grace period to 27 Sept 2032)
- Attorney of record
- Michele M. Glessner
Goods and services
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for financial professionals for use in managing client accounts across multiple institutions through a web portal interface; Providing a website featuring on-line non-downloadable software that manages the user's financial information from a variety of financial institutions; Providing a website for financial professionals featuring on-line non-downloadable software that manages customer's financial accounts through performance reporting, operational workflow, and account aggregation
Owner
- REDBLACK SOFTWARE, LLC, Atlanta, GA, US
- Portfolio Pathway, LLC, Naperville, IL, US
- Portfolio Pathway, LLC, Naperville, IL, US
- Portfolio Pathway, LLC, Naperville, IL, US
Prosecution history
- 24 Sept 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Sept 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Sept 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Sept 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 24 Sept 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 01 Jul 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 Jul 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 01 Jul 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 03 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 03 Apr 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 03 Apr 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 03 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Sept 2022 — TEAS SECTION 8 & 9 RECEIVED
- 03 Nov 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 27 Mar 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED