OPTFOLIO

Optimization Technologies, Inc.

Application Filed: 2003-09-08

Trademark Application Details

Mark For: OPTFOLIO® trademark registration is intended to cover the category of computer software namely portfolio management software with mathematical functions for use in analyzing investment or project portfolios. [all]

Status

2022-06-16 UTC

LIVE REGISTRATION Issued and Active

The trademark application has been registered with the Office.

Research	OneLook Acronym Finder
Serial Number	76546129
Registration Number	2912359
Mark Literal Elements	OPTFOLIO
Mark Drawing Type	1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Type	TRADEMARK
Standard Character Claim	No
Register	PRINCIPAL
Affidavit Text	SECT 15. SECT 8 (6-YR). SECTION 8(10-YR) 20150109.
Affidavit Text	1ST RENEWAL 20150109
Current Location	GENERIC WEB UPDATE 2015-01-09
Basis	1(a)
Class Status	ACTIVE
Primary US Classes	021: Electrical Apparatus, Machines and Supplies 023: Cutlery, Machinery, Tools and Parts Thereof 026: Measuring and Scientific Appliances 036: Musical Instruments and Supplies 038: Prints and Publications
Primary International Class	009 - Primary Class (Electrical and scientific apparatus) Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signaling, checking (supervision), lifesaving 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.
Filed Use	Yes
Current Use	Yes
Intent To Use	No
Filed ITU	No
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Brian D. Brown
Attorney Docket Number	466397.29605
Law Office Assigned	M20
Employee Name	REIHNER, DAVID C

Timeline

1ST RENEWAL 20150109	Renewal Date
2000-11-09	Date of First Use
2000-11-09	Date of Use In Commerce
2003-09-08	Application Filed
2004-09-28	Published
2004-09-28	Published for Opposition
2004-12-21	Trademark Registered
2014-12-21	Renewal Date
2015-01-09	Location: GENERIC WEB UPDATE
2015-01-09	Status: Live/Registered
2015-01-09	Status: The registration has been renewed.
2018-07-08	Transaction Date

Trademark Parties (Applicants & Owners)

Party:	Optimization Technologies, Inc.
Address	2241 17th Street Boulder, COLORADO UNITED STATES 80302
Legal Entity Type	Corporation
Legal Entity State	COLORADO

Documents

Application	IMAGE/TIFF	2003-09-08
Drawing	IMAGE/TIFF	2003-09-08
Specimen	IMAGE/JPEG	2003-09-08
Filing Receipt Trademark Application	APPLICATION/XML	2003-10-14
Offc Action Outgoing	APPLICATION/XML	2004-03-24
XSearch Search Summary	APPLICATION/XML	2004-03-24
Fax Incoming	IMAGE/TIFF	2004-05-28
Offc Action Outgoing	APPLICATION/XML	2004-06-09
Response to Office Action	APPLICATION/XML	2004-07-19
Notice of Publication	APPLICATION/XML	2004-09-08
Registration Certificate	IMAGE/JPEG	2004-12-21
Section 8 and 15	APPLICATION/XML,IMAGE/JPEG,IMAGE/TIFF	2010-09-28
Specimen	IMAGE/JPEG	2010-09-28
Notice of Acceptance Acknowledgement	APPLICATION/XML	2010-09-30
PR-Section 8 and 9	APPLICATION/XML,IMAGE/JPEG,IMAGE/TIFF	2014-12-16
Specimen	IMAGE/JPEG	2014-12-16
Notice-Acceptance-Renewal	APPLICATION/XML	2015-01-09

Attorney of Record

Brian D. Brown
Faegre Baker Daniels LLP
3200 Wells Fargo Center
1700 Lincoln Street
DENVER CO 80203-4532

Good, Services, and Codes

IC 009. US 021 023 026 036 038. G & S: Computer software namely portfolio management software with mathematical functions for use in analyzing investment or project portfolios. FIRST USE: 20001109. FIRST USE IN COMMERCE: 20001109

International Codes:	9
U.S. Codes:	021,023,026,036,038

Type Code	Type
GS0091	Computer software namely portfolio management software with mathematical functions for use in analyzing investment or project portfolios

Trademark Filing History

Description	Date	Proceeding Number
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)	2015-01-09	76533
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED	2015-01-09	76533
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED	2015-01-09
CASE ASSIGNED TO POST REGISTRATION PARALEGAL	2015-01-09	76533
TEAS SECTION 8 & 9 RECEIVED	2014-12-16
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.	2010-09-30	68973
CASE ASSIGNED TO POST REGISTRATION PARALEGAL	2010-09-29	68973
TEAS SECTION 8 & 15 RECEIVED	2010-09-28
REGISTERED-PRINCIPAL REGISTER	2004-12-21
PUBLISHED FOR OPPOSITION	2004-09-28
NOTICE OF PUBLICATION	2004-09-08
LAW OFFICE PUBLICATION REVIEW COMPLETED	2004-07-29	76538
ASSIGNED TO LIE	2004-07-29	76538
APPROVED FOR PUB - PRINCIPAL REGISTER	2004-07-27
TEAS/EMAIL CORRESPONDENCE ENTERED	2004-07-19	70997
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2004-07-19
CORRESPONDENCE RECEIVED IN LAW OFFICE	2004-07-19	70997
AMENDMENT FROM APPLICANT ENTERED	2004-07-19	70997
NON-FINAL ACTION MAILED	2004-06-22
FAX RECEIVED	2004-05-28
CORRESPONDENCE RECEIVED IN LAW OFFICE	2004-05-28
NON-FINAL ACTION MAILED	2004-03-29
ASSIGNED TO EXAMINER	2004-03-24	61272

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