USPTO serial 86898031
ADVISORS COMMAND
Reviewed by CopyMark Law Group
Status 601
- Filing date
- Status date
- Registration date
- —
- Examiner
- EISNACH, MICHAEL PATRICK
- Law office
- TMEG LAW OFFICE 104 - EXAMINING ATTORNEY ASSIGNED
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David Wolfe
DAVID WOLFE ADVISORS EXCEL, LLC2950 SW MCCLURE ROAD.TOPEKA, KS 66614UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software that provides web-based access in the field of the insurance and investment industry as it relates to the sale of annuity products, sale of life insurance, and financial planning; computer software that provides web-based access to an Independent Marketing Organization in the field of marketing certain insurance products and services to licensed insurance and investment producers; computer software for use in Customer Relationship Management (CRM) to assist insurance professionals, financial professionals and Independent Marketing Organization with maintaining and consolidating into one database namely, providing ability to manage documents; manage client relationships; customize marketing campaigns; return on investment tracking; account aggregation; lead conversion monitoring; asset tracking; maximize office efficiency; maintain action alerts; calendar management; document management; workflow tracking; generate customized reporting; ability to upload documents and other types of information; integration into Customer Relationship Management (CRM) of outside programs | ACTIVE | Apr 14, 2015 |
| 035 | Business services, namely, providing Customer Relationship Management (CRM) software in the field of insurance and investment industry to assist insurance professionals, financial professionals, and Independent Marketing Organizations with maintaining and consolidating information into one database, namely, providing ability to manage documents; manage client relationships; customize marketing campaigns; return on investment tracking; account aggregation; lead conversion monitoring; asset tracking; maximize office efficiency; maintain action alerts; calendar management; document management; workflow tracking; generate customized reporting; ability to upload documents and other types of information; integration into Customer Relationship Management (CRM) of outside programs | ACTIVE | Apr 14, 2015 |
| 042 | Design and development of Customer Relationship Management (CRM) software in the field of the insurance industry and investment industry to assist insurance professionals, financial professionals, and Independent Marketing Organizations with maintaining and consolidating information into one database; platform as a service (PaaS) software in the nature of a database for compiling data customer data and customer interactions for enabling marketers to plan, personalize, optimize and customize communications with customers throughout the marketing, sales, and service lifecycle; platform as a service (PaaS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions; platform as a service (PaaS) featuring computer software platforms for enabling marketers to plan, personalize, optimize, monitor, analyze and measure customer interactions across channels and devices; platform as a service (PaaS) featuring computer software platforms for enabling marketers to plan, personalize, optimize, monitor, analyze and measure customer interactions across social media, customer relationship management (CRM) systems, point-of-sale systems, web analytics, web posts, email and mobile devices | ACTIVE | Apr 14, 2015 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 21, 2016 | MAB1 | ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT | — |
| Nov 21, 2016 | ABN1 | ABANDONMENT - EXPRESS MAILED | — |
| Nov 18, 2016 | EXAR | TEAS EXPRESS ABANDONMENT RECEIVED | — |
| May 27, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| May 27, 2016 | GNRT | NON-FINAL ACTION E-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. |
| May 27, 2016 | 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. |
| May 20, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 10, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 8, 2016 | NWAP | NEW APPLICATION ENTERED | — |