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PORTFOLIO BI, INC.

PORTFOLIO BI, INC.

Company Details

Name:	PORTFOLIO BI, INC.
Jurisdiction:	New York
Legal type:	FOREIGN BUSINESS CORPORATION
Status:	Active
Date of registration:	28 Jan 2020 (5 years ago)
Entity Number:	5697285
ZIP code:	10018
County:	New York
Place of Formation:	Delaware
Address:	110 West 40th Street, Suite 305, New York, NY, United States, 10018

Chief Executive Officer

Name	Role	Address
JONATHAN WHITE	Chief Executive Officer	36 HILLSIDE AVENUE, PLEASANTVILLE, NY, United States, 10570

DOS Process Agent

Name	Role	Address
CHRISTOPHER SEIDITA, PORTFOLIO BI, INC.	DOS Process Agent	110 West 40th Street, Suite 305, New York, NY, United States, 10018

History

Start date	End date	Type	Value
2020-01-28	2024-10-09	Address	3000 K ST. NW SUITE 200, WASHINGTON, DC, 20007, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
241009000554	2024-10-09	BIENNIAL STATEMENT	2024-10-09
200128000491	2020-01-28	APPLICATION OF AUTHORITY	2020-01-28

Trademarks Section

Serial Number:

88827244

Mark:

Status:

REGISTERED

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2020-03-09

Mark Drawing Type:

Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form

Mark Literal Elements:

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue m...

First Use:

2020-02-02

International Classes:

009 - Primary Class

Class Status:

Active

For:

financial management services, namely, business intelligence and financial project management and support of investment tracking

First Use:

2020-02-02

International Classes:

036 - Primary Class

Class Status:

Active

For:

business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation

First Use:

2020-02-02

International Classes:

035 - Primary Class

Class Status:

Active

For:

providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financi...

First Use:

2020-02-02

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

88802661

Mark:

PORTFOLIO BI

Status:

REGISTERED

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2020-02-19

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

PORTFOLIO BI

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

First Use:

2020-02-02

International Classes:

009 - Primary Class

Class Status:

Active

For:

financial management services, namely, business intelligence and financial project management and support of investment tracking; financial services, namely, master data management services

First Use:

2020-02-02

International Classes:

036 - Primary Class

Class Status:

Active

For:

business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation

First Use:

2020-02-02

International Classes:

035 - Primary Class

Class Status:

Active

For:

First Use:

2020-02-02

International Classes:

042 - Primary Class

Class Status:

Active

Date of last update: 23 Mar 2025

Sources: New York Secretary of State

PORTFOLIO BI, INC.

Company Details

Chief Executive Officer

DOS Process Agent

History

Filings

Trademarks Section

Goods And Services

Goods And Services

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