JH PORTFOLIO CONSTRUCTION AND STRATEGY PORTAL - Trademark Details
Status: 641 - Non-Final Action - Mailed
Serial Number
90786227
Word Mark
JH PORTFOLIO CONSTRUCTION AND STRATEGY PORTAL
Status
641 - Non-Final Action - Mailed
Status Date
2021-12-30
Filing Date
2021-06-21
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
L10
Employee Name
MCDOWELL, MATTHEW J
Statements
Goods and Services
Computer software and mobile applications for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management
Goods and Services
Economic forecasting and analysis; providing information and analysis relating to economic market data; providing business and market research services to financial investors and financial professionals
Goods and Services
Financial services; financial management; financial risk management; financial planning; investment management; investment scenario development; financial portfolio construction and management
Goods and Services
Providing temporary use of non-downloadable computer software relating to financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management; Platform as a Service (PaaS) for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management; Software as a Service (SaaS) featuring software for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2021-09-07
Primary Code
009
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-09-07
Primary Code
035
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-09-07
Primary Code
036
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2021-09-07
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (limited company (ltd.)).
Address
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Correspondences
Name
Keith A. Weltsch
Address
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Foreign Application Information
| Filing Date | Application Number | Country | Foreign Priority Claim In |
| 2021-06-10 | UK00003654014 | United Kingdom | True |
Trademark Events
| Event Date | Event Description |
| 2021-06-24 | NEW APPLICATION ENTERED IN TRAM |
| 2021-09-07 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-08-10 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| 2021-09-09 | ASSIGNED TO LIE |
| 2021-09-09 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| 2021-12-29 | ASSIGNED TO EXAMINER |
| 2021-12-30 | NON-FINAL ACTION WRITTEN |
| 2021-12-30 | NON-FINAL ACTION E-MAILED |
| 2021-12-30 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
