EF PORTFOLIO
LIVE

Serial Number

99775644

Owner

EFportfolio LLC

First Use Date

Feb 20, 2025

Filing Date

Apr 20, 2026

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EF PORTFOLIO Trademark

Serial Number: 99775644

EF PORTFOLIO is a trademark filed by EFportfolio LLC on April 20, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

EFportfolio LLC

2108 N ST STE N
Sacramento, CA 95816

Entity Type: 16

Trademark Details

Filing Date

April 20, 2026

Registration Date

Not Registered

First Use Anywhere

February 20, 2025

First Use in Commerce

March 18, 2026

Goods & 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 investment research, stock research, financial investment analysis, and investment advisory services; Providing temporary use of on-line non-downloadable cloud computing software for financial investment analysis, financial management, and consultation

Financial analysis and consultation; Financial portfolio analysis services; Financial investment analysis and stock research; Financial planning; On-line financial planning services; Financial risk assessment services; Financial information and advisory services; Investment advice; Investment advisory services

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 26, 2026 GNRN
NON-FINAL ACTION E-MAILED
Aug 26, 2026 GNRT
NON-FINAL ACTION WRITTEN
Aug 26, 2026 CNRT
ASSIGNED TO EXAMINER
Aug 26, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 24, 2026 NWOS
NEW APPLICATION ENTERED
Apr 20, 2026 NWAP
APPLICATION FILING RECEIPT MAILED
Apr 20, 2026 MAFR