| Serial Number | 85873929 |
| Word Mark | ADVICE. BEYOND INVESTING. |
| Filing Date | Tuesday, March 12, 2013 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, March 16, 2024 |
| Registration Number | 4435544 |
| Registration Date | Tuesday, November 19, 2013 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 3, 2013 |
| Goods and Services | Financial services, namely, wealth management services; checking account services; bill payment services; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money transfer; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; financial retirement plan consulting services; financial planning for retirement; commercial lending services; consumer lending services; mortgage lending; issuing letters of credit; investment advisory services; monetary exchange; financial exchange; foreign exchange transactions; trust services, namely, investment and trust company services; financial trust planning; philanthropic services concerning monetary donations; financial asset management; life insurance consulting; estate planning; trustee services; banking and investment banking services; financial consulting; and financial planning |
| NOT AVAILABLE | "ADVICE" AND "INVESTING" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 18, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, September 30, 2012 |
| First Use In Commerce Date | Sunday, September 30, 2012 |
| Party Name | UBS GROUP AG |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | ZURICH 8001 CH |
| Party Name | UBS AG |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Zurich 8001 CH |
| Party Name | UBS AG |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Zurich 8001 CH |
| Party Name | UBS AG |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Zurich 8001 CH |
| Event Date | Event Description |
| Friday, March 15, 2013 | NEW APPLICATION ENTERED |
| Monday, March 18, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 21, 2013 | ASSIGNED TO EXAMINER |
| Friday, June 28, 2013 | NON-FINAL ACTION WRITTEN |
| Friday, June 28, 2013 | NON-FINAL ACTION E-MAILED |
| Friday, June 28, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 8, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, July 8, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Monday, July 8, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, July 8, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Monday, July 8, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 25, 2013 | ASSIGNED TO LIE |
| Saturday, July 27, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, August 14, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 3, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 3, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, August 12, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, November 19, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 25, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, November 19, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, September 11, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, September 11, 2019 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Wednesday, September 11, 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Wednesday, September 18, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, September 18, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, November 19, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, October 10, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, March 16, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, March 16, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, March 16, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, March 16, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, July 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |