EF PORTFOLIO - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99775644
Word Mark
EF PORTFOLIO
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2026-04-20
Filing Date
2026-04-20
Mark Drawing
4 - Standard character mark
Statements
Goods and Services
Financial analysis and consultation; Financial portfolio analysis services; Financial investment analysis and stock research; Financial planning; On-line financial planning services; Financial risk assessment services; Financial information and advisory services; Investment advice; Investment advisory services
Goods and Services
Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for Financial investment analysis, financial management and consultation; Software as a service (SAAS) services featuring software for investment research, stock research, financial investment analysis, and investment advisory services; Providing temporary use of on-line non-downloadable cloud computing software for financial investment analysis, financial management, and consultation
Classification Information
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
2026-04-20
Primary Code
036
First Use Anywhere Date
2025-02-20
First Use In Commerce Date
2026-03-18
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
2026-04-20
Primary Code
042
First Use Anywhere Date
2025-02-20
First Use In Commerce Date
2026-03-18
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
EFportfolio LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2026-04-20 | APPLICATION FILING RECEIPT MAILED |
| 2026-04-20 | NEW APPLICATION ENTERED |
