PORTFOLIOANALYST
LIVE
Serial Number
86894308
Owner
Interactive Brokers LLCAttorney
Dorothy R. WhitneyFiling Date
Feb 2, 2016
PORTFOLIOANALYST Trademark
Serial Number: 86894308 • Registration: 5158185
PORTFOLIOANALYST is a trademark filed by
Interactive Brokers LLC
on February 2, 2016. The trademark is classified under Class 42 (Computer & Scientific).
The application is currently registered and active.
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Dorothy R. Whitney Cowan Liebowitz & Latman P C
114 West 47th Street
New York, NY 10036-6710
UNITED STATES
Trademark Details
Filing Date
February 2, 2016
Registration Date
March 7, 2017
Goods & Services
PROVIDING TEMPORARY USE OF ON-LINE NON-DOWNLOADABLE SOFTWARE FOR INVESTMENT PORTFOLIO PERFORMANCE EVALUATION AND GENERATING RELATED REPORTS AND CHARTS
Filing History
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 7, 2026 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Aug 3, 2023 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Aug 3, 2023 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 3, 2023 APRE
TEAS SECTION 8 RECEIVED
Feb 27, 2023 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 7, 2022 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Mar 7, 2017 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 30, 2017 PREV
ASSIGNED TO LIE
Jan 30, 2017 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jan 10, 2017 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 18, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 17, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 17, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 18, 2016 GNRN
NON-FINAL ACTION E-MAILED
May 18, 2016 GNRT
NON-FINAL ACTION WRITTEN
May 18, 2016 CNRT
ASSIGNED TO EXAMINER
May 18, 2016 DOCK
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 30, 2016 TCCA
NOTICE OF PSEUDO MARK E-MAILED
Feb 6, 2016 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 5, 2016 NWOS
NEW APPLICATION ENTERED
Feb 5, 2016 NWAP
