USPTO serial 79275453
PHIADVISOR
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 27, 2020
- Examiner
- HAN, DAWN L
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Justin Brown
Justin Brown Brown Brothers Law LLP1827 harley driveann arbor, MI 48103United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable mobile applications in the fields of asset management, financial analysis and investment for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment | ACTIVE | — |
| 035 | Collection and compilation of information into computer databases, business information management, and data processing services, all in the fields of asset management, financial analysis and investment; updating and maintenance of data in computer databases in the fields of asset management, financial analysis and investment; arranging subscriptions to telecommunications services featuring databases in the fields of asset management, financial analysis and investment | ACTIVE | — |
| 036 | Analysis of financial data; providing advice in financing, investment, and financial asset management; capital investment, financing and financial asset management services; financial risk assessment services and financial risk management services; conducting of financial affairs on-line, namely providing an on-line searchable database featuring financial information and financial advice for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; none of foregoing services in connection with debt collection | ACTIVE | — |
| 042 | Software as a service (SaaS) services featuring software for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment, all in the fields of asset management, financial analysis and investment; platform as a service (PaaS) services featuring computer software platforms for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment, all in the fields of asset management, financial analysis and investment; design, development, maintenance and updating of online websites, Internet website portals and online web hosting platforms, all for third parties and in the fields of asset management, financial analysis and investment; analysis of technical data in the fields of financial management; algorithm software development in the fields of asset management, financial analysis and investment | ACTIVE | — |
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 PHIADVISOR
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- Other trademarks owned by 1,618 ADVISORS
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 12, 2026 | ES71 | TEAS SECTION 71 RECEIVED | — |
| Oct 4, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 4, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 4, 2026 | 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. |
| Oct 4, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 27, 2025 | REM3 | COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED | — |
| Jul 2, 2022 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Mar 7, 2021 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Feb 12, 2021 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Feb 11, 2021 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Jan 27, 2021 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Oct 27, 2020 | 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. |
| Sep 4, 2020 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Aug 11, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 11, 2020 | 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. |
| Aug 7, 2020 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Jul 22, 2020 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Jul 22, 2020 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| Jul 22, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 7, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 4, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 4, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 4, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 4, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 20, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 19, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 19, 2020 | 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. |
| May 18, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 18, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 18, 2020 | 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. |
| May 18, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 18, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 27, 2020 | RFNT | REFUSAL PROCESSED BY IB | — |
| Mar 7, 2020 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Mar 7, 2020 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Feb 15, 2020 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Feb 14, 2020 | 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. |
| Feb 8, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 14, 2020 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 8, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 2, 2020 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |