USPTO serial 77708897
THE ADVISOR LAB
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 28, 2012
- Examiner
- MCCAULEY, BRENDAN D
- 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
Philadelphia, PA, US
Philadelphia, PA, US
PHILADELPHIA, PA, US
Philadelphia, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Camille M. Miller
Camille M. Miller Cozen O'Connor1650 Market Street, Suite 28001 Liberty PlacePhiladelphia, PA 19103Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others | ACTIVE | Jan 6, 2009 |
| 036 | Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management | ACTIVE | Jan 6, 2009 |
| 041 | Investment broker sales training; conducting seminars and workshops in the field of financial investment for investment brokers | ACTIVE | Jan 6, 2009 |
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 The Advisor Lab, LLC
- Other trademarks owned by The Advisor Lab, LLC
- Other trademarks owned by PCS RETIREMENT, LLC
- Other trademarks owned by The Advisor Lab, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named THE ADVISOR LAB
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 6, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 22, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 23, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Feb 8, 2022 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Feb 8, 2022 | 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. |
| Feb 8, 2022 | 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. |
| Feb 8, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 31, 2021 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 28, 2021 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 28, 2019 | 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 28, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 6, 2018 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 6, 2018 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 6, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 27, 2018 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 27, 2018 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 27, 2017 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 4, 2016 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Aug 28, 2012 | 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. |
| Jul 21, 2012 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED | — |
| Jul 20, 2012 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Jul 20, 2012 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jul 20, 2012 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jul 3, 2012 | IUAF | USE AMENDMENT FILED | — |
| Jul 3, 2012 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| May 4, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 1, 2012 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED | — |
| Jan 31, 2012 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 31, 2012 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 5, 2012 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 5, 2012 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 5, 2011 | 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. |
| May 10, 2011 | 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. |
| Apr 20, 2011 | NPUB | NOTICE OF PUBLICATION | — |
| Apr 1, 2011 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 30, 2011 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 21, 2011 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Mar 18, 2011 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 18, 2011 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 18, 2011 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Jan 3, 2011 | EXFB | EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF | — |
| Oct 7, 2010 | RECD | ACTION DENYING REQ FOR RECON MAILED | — |
| Oct 7, 2010 | CNCF | ACTION CONTINUING FINAL - COMPLETED | — |
| Sep 22, 2010 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 22, 2010 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 22, 2010 | ALIE | ASSIGNED TO LIE | — |
| Sep 8, 2010 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 8, 2010 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Sep 8, 2010 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Sep 8, 2010 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Mar 8, 2010 | CNFR | FINAL REFUSAL MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Mar 6, 2010 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Dec 29, 2009 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 29, 2009 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 29, 2009 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Jun 29, 2009 | 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. |
| Jun 26, 2009 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Jun 24, 2009 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 10, 2009 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 10, 2009 | NWAP | NEW APPLICATION ENTERED | — |