USPTO serial 86133789
ADVISORTRUST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 8, 2016
- Examiner
- ROSSMAN, MARY
- 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
Sioux Falls, SD, US
Sioux Falls, SD, US
Sioux Falls, SD, 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 2800One Liberty PlacePhiladelphia, PA 19103Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | TRUST SERVICES, NAMELY, INVESTMENT AND TRUST COMPANY SERVICES INCLUDING TRUST MANAGEMENT, PLANNING, OPERATION, AND ADMINISTRATION | 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 AdvisorTrust, Inc.
- Other trademarks owned by AdvisorTrust, Inc.
- Other trademarks owned by AdvisorTrust, Inc.
- Other trademarks owned by PCS RETIREMENT, LLC
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 29, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Oct 29, 2026 | 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. |
| Oct 29, 2026 | 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. |
| Oct 29, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 12, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 22, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 23, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 22, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 22, 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. |
| Dec 22, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 22, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 22, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 8, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Oct 10, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 10, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 10, 2022 | 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 10, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 10, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 5, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| May 5, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Apr 27, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 9, 2021 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 8, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) 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 | — |
| Aug 14, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 10, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 27, 2017 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Nov 8, 2016 | 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. |
| Oct 5, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED | — |
| Oct 4, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 14, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 13, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 19, 2016 | IUAF | USE AMENDMENT FILED | — |
| Aug 19, 2016 | 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, 2016 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 1, 2016 | 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 5, 2016 | 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. |
| Dec 16, 2015 | NPUB | NOTICE OF PUBLICATION | — |
| Dec 1, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 30, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 30, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 30, 2015 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jun 5, 2015 | 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. |
| Jun 4, 2015 | 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. |
| Apr 29, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 28, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 28, 2015 | 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. |
| Oct 28, 2014 | 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. |
| Oct 27, 2014 | 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. |
| Sep 19, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 19, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 19, 2014 | 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. |
| Mar 19, 2014 | 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. |
| Mar 18, 2014 | 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. |
| Mar 14, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 14, 2013 | MDSM | NOTICE OF DESIGN SEARCH CODE MAILED | — |
| Dec 13, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 6, 2013 | NWAP | NEW APPLICATION ENTERED | — |