USPTO serial 98102971
ADVISOR SQUARED
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 1, 2024
- Examiner
- OBREGON, MICHAEL A
- Law office
- FILE REPOSITORY (FRANCONIA)
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.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
W. Reid Morris
W. Reid Morris MERCHANT & GOULD P.C.P.O. BOX 2910MINNEAPOLIS, MN 55402-0910United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable educational publications, namely, printable brochures, commentary, educational resources in the field of investment advisory, financial planning, retirement plan, and wealth management services; Downloadable printable educational materials in the field of investing | ACTIVE | Nov 19, 2013 |
| 035 | Development of the advertising content of brochures for others; Dissemination of advertisements and of advertising material; Preparing financial reports for others | ACTIVE | Nov 19, 2013 |
| 041 | Education services, namely, providing tutorial sessions in the field of investing and finance; Production and distribution of videos in the field of investing and finance | ACTIVE | Nov 19, 2013 |
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 Advisory Alpha, LLC
- Other trademarks owned by Advisory Alpha, LLC
- Other trademarks owned by Advisory Alpha, LLC
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 041
- Similar marks named ADVISOR SQUARED
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 1, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 1, 2024 | 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 16, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 16, 2024 | 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. |
| Jul 16, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 16, 2024 | 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. |
| Jun 26, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 7, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 7, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 3, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 3, 2024 | 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 17, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 17, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 17, 2024 | 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 15, 2024 | 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. |
| Mar 15, 2024 | 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. |
| Mar 15, 2024 | 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 12, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 1, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 29, 2023 | NWAP | NEW APPLICATION ENTERED | — |