PORTFOLIOCENTER Trademark
PORTFOLIOCENTER is a USPTO trademark filed by TAMARAC INC.. Status: Registered.
Trademark Facts
| Mark | PORTFOLIOCENTER |
|---|---|
| Serial Number | 76386662 |
| Registration Number | 2952283 |
| Status | Registered |
| Filing Date | 2002-03-22 |
| Registration Date | 2005-05-17 |
| Mark Type | Word |
| Nice Classes | 009 (Electronics & Software), 035 (Advertising & Business), 036 (Financial Services), 041 (Education & Entertainment), 042 (Software & IT) |
| Owner | TAMARAC INC. |
| Attorney of Record | Melissa S. Dillenbeck |
| Prosecution Events | 56 |
| Latest Event | APRE on 2025-08-28 |
Goods & Services
Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management; Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments; Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks; Data processing services for others; Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet