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Drawing for ADVISORBASE

USPTO serial 88215068

ADVISORBASE

Reviewed by CopyMark Law Group

Reg. 6043461Status 700Registered
Filing date
Status date
Registration date
Apr 28, 2020
Examiner
KON, ELISSA GARBER
Law office
PUBLICATION AND ISSUE SECTION

What this means

Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.

Status 700: Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six.

Need help with ADVISORBASE?

If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.

Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Trademark Monitoring
(312) 319-4460
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Start a new application
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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Beth H. Alter

Beth H. Alter SEWARD & KISSEL LLPONE BATTERY PARK PLAZANEW YORK, NY 10004United States

Goods and services

ClassDescriptionStatusFirst use
009Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event servicesACTIVEDec 1, 2019
042Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; providing online, non-downloadable mobile application software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event servicesACTIVEDec 1, 2019

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

DateCodeEventWhat it means
Oct 21, 2026E815TEAS SECTION 8 & 15 RECEIVED—
Apr 28, 2025REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Dec 22, 2020CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Dec 22, 2020TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Dec 22, 2020ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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, 2020REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Dec 22, 2020COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Apr 28, 2020R.PRREGISTERED-PRINCIPAL REGISTERYour 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.
Mar 26, 2020SUNANOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED—
Mar 25, 2020CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Mar 20, 2020SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Mar 20, 2020AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Mar 3, 2020IUAFUSE AMENDMENT FILED—
Mar 3, 2020EISUTEAS STATEMENT OF USE RECEIVEDThe 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.
Sep 3, 2019NOAMNOA MAILED - SOU REQUIRED FROM APPLICANTA 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.
Jul 9, 2019PUBOPUBLISHED FOR OPPOSITIONYour 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.
Jun 19, 2019NPUBNOTICE OF PUBLICATION—
May 30, 2019ALIEASSIGNED TO LIE—
May 17, 2019CNEAEXAMINERS AMENDMENT MAILED—
May 16, 2019CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
May 16, 2019XAECEXAMINER'S AMENDMENT ENTERED—
May 16, 2019CNEAEXAMINERS AMENDMENT -WRITTEN—
Dec 26, 2018CNRTNON-FINAL ACTION MAILEDA 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.
Dec 26, 2018CNRTNON-FINAL ACTION WRITTENA 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.
Dec 26, 2018DOCKASSIGNED TO EXAMINER—
Dec 20, 2018NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Dec 6, 2018NWAPNEW APPLICATION ENTERED—

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