ADVISER INVESTMENTS Trademark

Trademark Overview

On Tuesday, November 20, 2007, a trademark application was filed for ADVISER INVESTMENTS with the United States Patent and Trademark Office. The USPTO has given the ADVISER INVESTMENTS trademark a serial number of 77333835. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, March 26, 2018. This trademark is owned by Adviser Investment Management, Inc.. The ADVISER INVESTMENTS trademark is filed in the Insurance & Financial Services category with the following description:

Investment services in the nature of financial investment management
adviser investments

General Information

Serial Number77333835
Word MarkADVISER INVESTMENTS
Filing DateTuesday, November 20, 2007
Status800 - REGISTERED AND RENEWED
Status DateMonday, March 26, 2018
Registration Number3479727
Registration DateTuesday, August 5, 2008
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 20, 2008

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"ADVISER INVESTMENTS"
Description of MarkThe mark consists of dots in a triangular shape over the words "Adviser Investments".
Goods and ServicesInvestment services in the nature of financial investment management
Amendment to a Registration/Renewal CertificateIssue New Certificate to: RWA Wealth Partners (Delaware Limited Liability Company) 85 Wells Avenue Newton Massachusetts 02459

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 26, 2007
Primary Code036
First Use Anywhere DateThursday, November 15, 2007
First Use In Commerce DateThursday, November 15, 2007

Trademark Owner History

Party NameRWA Wealth Partners
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459
Party NameADVISER INVESTMENTS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEWTON, MA 02459
Party NameAdviser Investment Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewton, MA 02459
Party NameAdviser Investment Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewton, MA 02459
Party NameAdviser Investment Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewton, MA 02459

Trademark Events

Event DateEvent Description
Monday, November 26, 2007NEW APPLICATION ENTERED
Tuesday, November 27, 2007NOTICE OF DESIGN SEARCH CODE MAILED
Wednesday, March 5, 2008ASSIGNED TO EXAMINER
Wednesday, March 5, 2008NON-FINAL ACTION WRITTEN
Thursday, March 6, 2008NON-FINAL ACTION MAILED
Friday, March 28, 2008PAPER RECEIVED
Wednesday, April 2, 2008ASSIGNED TO LIE
Thursday, April 3, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 3, 2008AMENDMENT FROM APPLICANT ENTERED
Thursday, April 10, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 11, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 30, 2008NOTICE OF PUBLICATION
Tuesday, May 20, 2008PUBLISHED FOR OPPOSITION
Tuesday, August 5, 2008REGISTERED-PRINCIPAL REGISTER
Tuesday, September 3, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, September 16, 2013TEAS SECTION 8 & 15 RECEIVED
Tuesday, September 24, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 16, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, September 24, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, September 24, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Monday, March 12, 2018TEAS SECTION 8 & 9 RECEIVED
Monday, March 26, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 26, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, March 26, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, March 26, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, May 2, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 25, 2025TEAS SECTION 7 REQUEST RECEIVED
Tuesday, July 15, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 17, 2025POST REGISTRATION ACTION MAILED - SEC. 7
Thursday, October 9, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Friday, November 14, 2025NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
Tuesday, December 9, 2025NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

Related Keywords

investments adviser investment management financial nature services