USPTO serial 98912173
ADVISORY RESOURCE GROUP
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 2, 2025
- Examiner
- FARRELL, ANNE M
- 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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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.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Richard J. Gurak
Richard J. Gurak Advitam IP, LLC150 S. Wacker Drive, Suite 2400Chicago, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; Providing expert retirement solutions and support, namely, providing information and advice in the fields of finance, financial investments, and the financial aspects of retirement, investment management; financial retirement plan consulting services relating to fiduciary responsibilities, retirement plan design for compliance and ongoing management, assist with provider selection and management, fiduciary support, participant education, investment committee meetings; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals | ACTIVE | Dec 9, 2024 |
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 |
|---|---|---|---|
| Sep 2, 2025 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 2, 2025 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jul 29, 2025 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 29, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 29, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 29, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 29, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 27, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 27, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 27, 2025 | 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. |
| Jun 23, 2025 | 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. |
| Jun 23, 2025 | 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. |
| Jun 23, 2025 | 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. |
| Jun 5, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 19, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 19, 2024 | NWAP | NEW APPLICATION ENTERED | — |