ADVISOR OS - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87307213
Serial Number
87307213
Registration Number
5649886
Word Mark
ADVISOR OS
Status
700 - Registered
Status Date
2019-01-08
Filing Date
2017-01-19
Registration Number
5649886
Registration Date
2019-01-08
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2018-07-31
Attorney Name
Aaron R. Keith
Law Office Assigned Location Code
M70
Employee Name
MORRIS, KRISTINA KLOIB
Statements
Disclaimer with Predetermined Text
"ADVISOR"
Goods and Services
Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Global investment research services; Investment consultation; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
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
2017-01-26
Primary Code
036
First Use Anywhere Date
2017-02-01
First Use In Commerce Date
2017-02-01
Current Trademark Owners
Party Name
Advisor OS, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Advisor OS, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Advisor OS, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Advisor OS, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
AARON R. KEITH
Address
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Trademark Events
Event DateEvent Description
2017-01-23NEW APPLICATION ENTERED IN TRAM
2017-01-26NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-04-14ASSIGNED TO EXAMINER
2017-04-20NON-FINAL ACTION WRITTEN
2017-04-20NON-FINAL ACTION E-MAILED
2017-04-20NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-10-20TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-10-31ASSIGNED TO LIE
2017-11-06CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-11-06TEAS/EMAIL CORRESPONDENCE ENTERED
2017-11-27SUSPENSION LETTER WRITTEN
2017-11-27LETTER OF SUSPENSION E-MAILED
2017-11-27NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2018-05-29LIE CHECKED SUSP - TO ATTY FOR ACTION
2018-06-21FINAL REFUSAL WRITTEN
2018-06-21FINAL REFUSAL E-MAILED
2018-06-21NOTIFICATION OF FINAL REFUSAL EMAILED
2018-06-21EXAMINERS AMENDMENT -WRITTEN
2018-06-21EXAMINERS AMENDMENT E-MAILED
2018-06-21NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2018-06-21EXAMINER'S AMENDMENT ENTERED
2018-06-25APPROVED FOR PUB - PRINCIPAL REGISTER
2018-07-11NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-07-31PUBLISHED FOR OPPOSITION
2018-07-31OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-09-25NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2018-11-14TEAS STATEMENT OF USE RECEIVED
2018-12-01CASE ASSIGNED TO INTENT TO USE PARALEGAL
2018-11-14USE AMENDMENT FILED
2018-12-01STATEMENT OF USE PROCESSING COMPLETE
2018-12-01ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2018-12-04NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2019-01-08REGISTERED-PRINCIPAL REGISTER