Serial Number
88802661
Owner
Portfolio BI, Inc.Attorney
Andrew StewartFirst Use Date
Feb 2, 2020
Filing Date
Feb 19, 2020
PORTFOLIO BI Trademark
Serial Number: 88802661 • Registration: 6571048
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
February 19, 2020
Registration Date
November 23, 2021
First Use Anywhere
February 2, 2020
First Use in Commerce
February 2, 2020
Goods & Services
computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management
financial management services, namely, business intelligence and financial project management and support of investment tracking; financial services, namely, master data management services
business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation
providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services
