TrademarkDir
PORTFOLIO PATHWAY
LIVE

Serial Number

77627433

Owner

REDBLACK SOFTWARE, LLC

Attorney

Michele M. Glessner

First Use Date

Mar 15, 2010

Filing Date

Dec 5, 2008

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PORTFOLIO PATHWAY Trademark

Serial Number: 77627433 • Registration: 4118882

PORTFOLIO PATHWAY is a trademark filed by REDBLACK SOFTWARE, LLC on December 5, 2008. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

REDBLACK SOFTWARE, LLC (5 trademarks)

1 BEDFORD FARMS DRIVE
BEDFORD, NH 03110

Entity Type: 16

Portfolio Pathway, LLC (3 trademarks)

93 Ventura Ct.
Naperville, IL 60540

Entity Type: 16

Trademark Details

Filing Date

December 5, 2008

Registration Date

March 27, 2012

First Use Anywhere

March 15, 2010

First Use in Commerce

March 15, 2010

Published for Opposition

November 24, 2009

Goods & 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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 1, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 1, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 1, 2026 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Apr 3, 2023 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Apr 3, 2023 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Apr 3, 2023 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 3, 2023 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 22, 2022 E89R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Nov 3, 2021 ASGN
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 27, 2021 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 16, 2019 TCCA
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Apr 3, 2018 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Apr 3, 2018 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 3, 2018 APRE
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 23, 2018 TCCA
TEAS SECTION 8 & 15 RECEIVED
Mar 23, 2018 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 27, 2017 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 10, 2013 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 10, 2013 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 27, 2012 TCCA
REGISTERED-PRINCIPAL REGISTER
Mar 27, 2012 R.PR
UNDELIVERABLE MAIL - NO ACTION TAKEN
Mar 14, 2012 UNDN
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Feb 18, 2012 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
Feb 17, 2012 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 15, 2012 CNPR
EXAMINERS AMENDMENT MAILED
Feb 15, 2012 CNEA
EXAMINER'S AMENDMENT ENTERED
Feb 15, 2012 XAEC
SU-EXAMINER'S AMENDMENT WRITTEN
Feb 15, 2012 SNEA
NON-FINAL ACTION MAILED
Aug 19, 2011 CNRT
SU - NON-FINAL ACTION - WRITTEN
Aug 19, 2011 CNRT
NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Aug 19, 2011 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Aug 18, 2011 SUPC
SOU EXTENSION 3 GRANTED
Aug 18, 2011 EX3G
USE AMENDMENT FILED
Aug 15, 2011 IUAF
SOU EXTENSION 3 FILED
Aug 15, 2011 EXT3
SOU TEAS EXTENSION RECEIVED
Aug 15, 2011 EEXT
TEAS STATEMENT OF USE RECEIVED
Aug 15, 2011 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Mar 1, 2011 EXRA
SOU EXTENSION 2 GRANTED
Feb 28, 2011 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 28, 2011 AITU
SOU EXTENSION 2 FILED
Feb 14, 2011 EXT2
SOU TEAS EXTENSION RECEIVED
Feb 14, 2011 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Aug 11, 2010 EXRA
SOU EXTENSION 1 GRANTED
Aug 9, 2010 EX1G
SOU EXTENSION 1 FILED
Aug 9, 2010 EXT1
SOU TEAS EXTENSION RECEIVED
Aug 9, 2010 EEXT
NOA MAILED - SOU REQUIRED FROM APPLICANT
Feb 16, 2010 NOAM
PUBLISHED FOR OPPOSITION
Nov 24, 2009 PUBO
NOTICE OF PUBLICATION
Nov 4, 2009 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Oct 21, 2009 PREV
ASSIGNED TO LIE
Oct 20, 2009 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 1, 2009 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 10, 2009 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 9, 2009 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 9, 2009 TROA
NON-FINAL ACTION MAILED
Mar 9, 2009 CNRT
NON-FINAL ACTION WRITTEN
Mar 7, 2009 CNRT
ASSIGNED TO EXAMINER
Mar 4, 2009 DOCK
NEW APPLICATION ENTERED
Dec 9, 2008 NWAP

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