USPTO trademark

PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)

Under examinationUSPTOWord markClass 36

"PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)" is a word mark owned by Raymond James Financial, Inc., filed at the USPTO on August 25, 2025. It is under examination and covers class 36 (Insurance and Financial).

View Raymond James Financial, Inc. portfolioGet this data via the API
Official USPTO record
PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) trademark as filed
As filed with the USPTO
Status
Under examination
Since July 30, 2026
Filed
August 25, 2025
Registered
Not yet
Expires
Not recorded
Application no.
99354968
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Raymond James Financial, Inc.

RJF · St. Petersburg, United States

87 trademarks in the portfolioView company

Representative

James B. Lake

Thomas & LoCicero PL

Goods and services

What the mark covers

The products and services PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) is filed for, grouped by Nice class.

  • financial investment analysis and investment research services, namely, assisting financial professionals in assessing investment options and in making investment decisions, none of the foregoing including private equity investment services, equity and debt financing, or providing borrowing cost information

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notification of letter of suspension e-mailed
  2. Letter of suspension e-mailed
  3. Suspension letter written
  4. Teas/email correspondence entered
  5. Correspondence received in law office
  6. Teas response to office action received
  7. Application extension granted/receipt provided
  8. Application extension to response period - received
  9. Notification of non-final action e-mailed
  10. Non-final action e-mailed

5 earlier steps on the official record.

FAQ

About PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)

Who owns the trademark "PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)"?

The USPTO trademark "PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)" (application 99354968) is owned by Raymond James Financial, Inc.

What is the status of "PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)"?

Its status at the USPTO is: under examination.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.) and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2b18-5d37-7627-afc9-74932a37821b
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b18-5d37-7627-afc9-74932a37821b",
  "object": "trademark",
  "mark_text": "PORTFOLIO RISK INSIGHTS AND SOLUTIONS MANAGEMENT (P.R.I.S.M.)",
  "status": {
    "primary": "pending",
    "stage": "examining"
  },
  "office_code": "US",
  "application_number": "99354968",
  "filing_date": "2025-08-25",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Raymond James Financial, Inc.",
      "entity_id": "ent_019eb6fd-b089-75b9-afef-4dbcd356c61b"
    }
  ]
}