TrademarkDir
PORTFOLIO360
LIVE

Serial Number

78906377

Owner

VESTMARK, INC.

Attorney

Xheneta Ademi

First Use Date

Nov 17, 2008

Filing Date

Jun 12, 2006

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PORTFOLIO360 Trademark

Serial Number: 78906377 • Registration: 3562646

PORTFOLIO360 is a trademark filed by VESTMARK, INC. on June 12, 2006. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

VESTMARK, INC.

100 QUANNAPOWITT PARKWAY, SUITE 205
WAKEFIELD, MA 01880

Entity Type: 03

Peterson, Jeff (5 trademarks)

231 Main St.
Los Altos, CA 94022

Entity Type: 02

ADVANCED OBJECTS, INC.

Suite 1000
CHICAGO, IL 60606

Entity Type: 03

Trademark Details

Filing Date

June 12, 2006

Registration Date

January 13, 2009

First Use Anywhere

November 17, 2008

First Use in Commerce

November 17, 2008

Published for Opposition

July 31, 2007

Goods & Services

PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Sep 14, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 14, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 14, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 14, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 14, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 14, 2026 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jun 7, 2019 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jun 7, 2019 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jun 7, 2019 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 7, 2019 APRE
TEAS SECTION 8 & 9 RECEIVED
May 2, 2019 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 13, 2018 REM2
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 29, 2015 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 29, 2015 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jul 15, 2015 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Apr 19, 2014 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Apr 19, 2014 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 19, 2014 APRE
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Apr 7, 2014 815F
TEAS SECTION 8 & 15 RECEIVED
Apr 7, 2014 E815
REGISTERED-PRINCIPAL REGISTER
Jan 13, 2009 R.PR
ELECTRONIC RECORD REVIEW COMPLETE
Dec 8, 2008 FIXD
ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
Dec 5, 2008 ERRR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Dec 4, 2008 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Dec 4, 2008 CNPR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 3, 2008 ASGN
STATEMENT OF USE PROCESSING COMPLETE
Nov 20, 2008 SUPC
USE AMENDMENT FILED
Nov 18, 2008 IUAF
AMENDMENT AFTER NOA NOT ENTERED
Nov 18, 2008 INOA
TEAS STATEMENT OF USE RECEIVED
Nov 18, 2008 EISU
TEAS POST PUBLICATION AMENDMENT RECEIVED
Nov 18, 2008 EPPA
SOU EXTENSION 2 GRANTED
Oct 17, 2008 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 17, 2008 AITU
SOU EXTENSION 2 FILED
Oct 16, 2008 EXT2
SOU TEAS EXTENSION RECEIVED
Oct 16, 2008 EEXT
SOU EXTENSION 1 GRANTED
Apr 22, 2008 EX1G
SOU EXTENSION 1 FILED
Apr 15, 2008 EXT1
SOU TEAS EXTENSION RECEIVED
Apr 15, 2008 EEXT
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 15, 2008 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 15, 2008 REAP
NOA MAILED - SOU REQUIRED FROM APPLICANT
Oct 23, 2007 NOAM
PUBLISHED FOR OPPOSITION
Jul 31, 2007 PUBO
NOTICE OF PUBLICATION
Jul 11, 2007 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 10, 2007 PREV
ASSIGNED TO LIE
May 10, 2007 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 20, 2007 CNSA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 21, 2007 TCCA
EXAMINER'S AMENDMENT ENTERED
Mar 21, 2007 XAEC
EXAMINERS AMENDMENT E-MAILED
Mar 21, 2007 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 21, 2007 CNEA
NON-FINAL ACTION E-MAILED
Nov 21, 2006 GNRT
NON-FINAL ACTION WRITTEN
Nov 21, 2006 CNRT
ASSIGNED TO EXAMINER
Nov 13, 2006 DOCK
NOTICE OF PSEUDO MARK MAILED
Jun 17, 2006 MPMK
NEW APPLICATION ENTERED
Jun 16, 2006 NWAP

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