ADVICEWORKS Trademark

Trademark Overview

On Tuesday, June 5, 2018, a trademark application was filed for ADVICEWORKS with the United States Patent and Trademark Office. The USPTO has given the ADVICEWORKS trademark a serial number of 87981985. The federal status of this trademark filing is REGISTERED as of Tuesday, December 1, 2020. This trademark is owned by Cetera Financial Holdings, Inc.. The ADVICEWORKS trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:

Business management services for professionals in the fields of clearing and trading for investment transactions; Business management services for professionals in the field of retirement planning; Data management services for use in electronic data aggregation and storage for professionals in the fields of retirement planning and financial planning; Providing online marketing information for others in the field of retirement planning

Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms, namely, for use in managing, storing, analyzing, aggregating and transmitting financial account information in the fields of retirement planning and financial planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting data and information in the field of retirement planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting account data and information; Temporary use of on-line non-downloadable computer software, web-based software applications, software platform for financial account data aggregation
adviceworks

General Information

Serial Number87981985
Word MarkADVICEWORKS
Filing DateTuesday, June 5, 2018
Status700 - REGISTERED
Status DateTuesday, December 1, 2020
Registration Number6211580
Registration DateTuesday, December 1, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 5, 2019

Trademark Statements

Goods and ServicesBusiness management services for professionals in the fields of clearing and trading for investment transactions; Business management services for professionals in the field of retirement planning; Data management services for use in electronic data aggregation and storage for professionals in the fields of retirement planning and financial planning; Providing online marketing information for others in the field of retirement planning
Pseudo MarkADVICE WORKS
Goods and ServicesTemporary use of on-line non-downloadable computer software, web-based software applications, software platforms, namely, for use in managing, storing, analyzing, aggregating and transmitting financial account information in the fields of retirement planning and financial planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting data and information in the field of retirement planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting account data and information; Temporary use of on-line non-downloadable computer software, web-based software applications, software platform for financial account data aggregation

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 11, 2018
Primary Code035
First Use Anywhere DateTuesday, July 10, 2018
First Use In Commerce DateTuesday, July 10, 2018
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, June 11, 2018
Primary Code042
First Use Anywhere DateTuesday, July 10, 2018
First Use In Commerce DateTuesday, July 10, 2018

Trademark Owner History

Party NameCetera Financial Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressEl Segundo, CA 90245
Party NameCetera Financial Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressEl Segundo, CA 90245
Party NameCetera Financial Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressEl Segundo, CA 90245

Trademark Events

Event DateEvent Description
Friday, June 8, 2018NEW APPLICATION ENTERED
Monday, June 11, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 22, 2018ASSIGNED TO EXAMINER
Friday, September 28, 2018PRIORITY ACTION WRITTEN
Friday, September 28, 2018PRIORITY ACTION E-MAILED
Friday, September 28, 2018NOTIFICATION OF PRIORITY ACTION E-MAILED
Saturday, December 8, 2018EXAMINERS AMENDMENT -WRITTEN
Saturday, December 8, 2018EXAMINERS AMENDMENT E-MAILED
Saturday, December 8, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, December 8, 2018EXAMINER'S AMENDMENT ENTERED
Saturday, December 8, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, December 28, 2018ASSIGNED TO LIE
Wednesday, January 16, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 5, 2019PUBLISHED FOR OPPOSITION
Tuesday, February 5, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 2, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, September 12, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, September 12, 2019TEAS REQUEST TO DIVIDE RECEIVED
Thursday, September 26, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, September 12, 2019DIVISIONAL REQUEST RECEIVED
Thursday, September 26, 2019DIVISIONAL PROCESSING COMPLETE
Thursday, September 12, 2019USE AMENDMENT FILED
Thursday, September 26, 2019STATEMENT OF USE PROCESSING COMPLETE
Wednesday, October 23, 2019SU - NON-FINAL ACTION - WRITTEN
Wednesday, October 23, 2019NON-FINAL ACTION E-MAILED
Wednesday, October 23, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 5, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 15, 2019ASSIGNED TO LIE
Friday, November 15, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 15, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 10, 2019SU - FINAL REFUSAL - WRITTEN
Tuesday, December 10, 2019FINAL REFUSAL E-MAILED
Tuesday, December 10, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, May 6, 2020TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, May 6, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 6, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 29, 2020ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
Friday, May 29, 2020ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
Friday, May 29, 2020NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
Wednesday, June 10, 2020EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, June 10, 2020JURISDICTION RESTORED TO EXAMINING ATTORNEY
Wednesday, June 10, 2020EX PARTE APPEAL-INSTITUTED
Thursday, September 24, 2020JURISDICTION RESTORED TO EXAMINING ATTORNEY
Tuesday, September 29, 2020TEAS POST PUBLICATION AMENDMENT RECEIVED
Thursday, October 1, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 1, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, October 24, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, October 27, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 1, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, December 1, 2020EXPARTE APPEAL TERMINATED
Tuesday, November 9, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, November 9, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 9, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, November 9, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 9, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, December 1, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

adviceworks software planning data retirement downloadable temporary financial computer information based