Portfolio Exchange Trademark Details

Portfolio Exchange was registered on Tuesday, June 20, 2006 and is currently owned by Advent Software, Inc. under the registration number 3107811 . This mark is alive with a status of Section 8 & 15-Accepted and Acknowledged. The last case file activity for this mark occured 12 years ago on Monday, August 8, 2011, according to the United State Patent & Trademark Office
Word Mark Portfolio Exchange
Status Alive Registered 702 — Section 8 & 15-Accepted and Acknowledged

Current Owner

Advent Software, Inc. of San Francisco, CA

View all trademarks for Advent Software, Inc.
Other Trademarks for Advent Software, Inc.

Previous Owners

Advent Technology, Inc. of San Francisco, CA

View all trademarks for Advent Technology, Inc.
Other Trademarks for Advent Technology, Inc.
Serial Number 78432486
Registration Number 3107811
Status Date Monday, August 8, 2011
Filing Date Monday, August 8, 2011
Registration Date Tuesday, June 20, 2006
Attorney Thomas D. Drescher

Correspondent

Thomas D. Drescher
ADVENT SOFTWARE, INC.
600 TOWNSEND STREET, 5TH FLOOR
SAN FRANCISCO CA 94103

Case File Statements

Disclaimer with Predetermined Text "Portfolio"
Goods & Services Computer software, and manuals sold as a unit, for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting

Classifications

International Class Codes
009 — Class 9 consists mostly of instruments used for controlling vehicles (such as ships), scientific research, and all computer programs and software regardless of the recording media such as CD-ROMs, hard drives, downloads, etc.
U.S. Class Codes 021, 023, 026, 036, 038
Status 6 — Active
Status Date Wednesday, June 16, 2004
First Use Anywhere Monday, October 31, 2005
First Use In Commerce Monday, October 31, 2005
Primary Code 009

You must be signed in to print.

Once signed in, look for the PDF button.