USPTO serial 75075520
ADVISORWARE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 30, 1998
- Examiner
- ZAK, HENRY
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael D. Lazzara
Michael D. Lazzara Leech Tishman Fuscaldo & Lampl, LLC525 William Penn Place, 28th FloorPittsburgh, PA 15210United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | computer software to help investment advisors conduct marketing and sales and develop and maintain databases related thereto, and to help investors and investment advisors conduct investment research, perform investment analysis, perform trading operations, perform financial accounting, and prepare tax compliance information and prepare regulatory compliance documents, but not to compare variable annuities to other investments | ACTIVE | Apr 10, 1996 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by HedgeWare, Inc.
- Other trademarks owned by HedgeWare, Inc.
- Other trademarks owned by HedgeWare, Inc.
- Other trademarks owned by SS&C TECHNOLOGIES, INC.
- Other trademarks in Class 009
- Similar marks named ADVISORWARE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 8, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 8, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 8, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 8, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 8, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 2, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 2, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 2, 2021 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 2, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 2, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 2, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 11, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 7, 2018 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jun 7, 2018 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Jun 7, 2018 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Jun 7, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 29, 2018 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 30, 2017 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 22, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 15, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 10, 2008 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Sep 10, 2008 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Sep 10, 2008 | PLGL | ASSIGNED TO PARALEGAL | — |
| Jul 16, 2008 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 16, 2008 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 14, 2007 | CFIT | CASE FILE IN TICRS | — |
| Dec 20, 2004 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 11, 2004 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Nov 11, 2004 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 19, 2004 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 30, 1998 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 5, 1998 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 13, 1998 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 4, 1998 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 2, 1998 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 2, 1998 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 28, 1998 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 9, 1997 | IUAF | USE AMENDMENT FILED | — |
| Nov 18, 1997 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jan 23, 1997 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Dec 17, 1996 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Nov 15, 1996 | NPUB | NOTICE OF PUBLICATION | — |
| Oct 11, 1996 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 2, 1996 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 27, 1996 | DOCK | ASSIGNED TO EXAMINER | — |