ADVISORBASE - Trademark Details
Status: 700 - Registered
Serial Number
88215068
Registration Number
6043461
Word Mark
ADVISORBASE
Status
700 - Registered
Status Date
2020-04-28
Filing Date
2018-12-03
Registration Number
6043461
Registration Date
2020-04-28
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-07-09
Attorney Name
Law Office Assigned Location Code
L60
Employee Name
KON, ELISSA GARBER
Statements
Goods and Services
Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
Goods and Services
Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; providing online, non-downloadable mobile application software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
Pseudo Mark
ADVISOR BASE
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving 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. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving 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.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2018-12-20
Primary Code
009
First Use Anywhere Date
2019-12-01
First Use In Commerce Date
2019-12-01
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2018-12-20
Primary Code
042
First Use Anywhere Date
2019-12-01
First Use In Commerce Date
2019-12-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Beth H. Alter
Address
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Trademark Events
| Event Date | Event Description |
| 2018-12-06 | NEW APPLICATION ENTERED IN TRAM |
| 2018-12-20 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-12-26 | ASSIGNED TO EXAMINER |
| 2018-12-26 | NON-FINAL ACTION WRITTEN |
| 2018-12-26 | NON-FINAL ACTION MAILED |
| 2019-05-16 | EXAMINERS AMENDMENT -WRITTEN |
| 2019-05-16 | EXAMINER'S AMENDMENT ENTERED |
| 2019-05-16 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2019-05-17 | EXAMINERS AMENDMENT MAILED |
| 2019-05-30 | ASSIGNED TO LIE |
| 2019-06-19 | NOTICE OF PUBLICATION |
| 2019-07-09 | PUBLISHED FOR OPPOSITION |
| 2019-09-03 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| 2020-03-03 | TEAS STATEMENT OF USE RECEIVED |
| 2020-03-20 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2020-03-03 | USE AMENDMENT FILED |
| 2020-03-20 | STATEMENT OF USE PROCESSING COMPLETE |
| 2020-03-25 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2020-03-26 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2020-04-28 | REGISTERED-PRINCIPAL REGISTER |
| 2020-12-22 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-12-22 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-12-22 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-12-22 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-12-22 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
