ADVISOR OS Trademark

Trademark Overview

On Thursday, January 19, 2017, a trademark application was filed for ADVISOR OS with the United States Patent and Trademark Office. The USPTO has given the ADVISOR OS trademark a serial number of 87307213. The federal status of this trademark filing is REGISTERED as of Tuesday, January 8, 2019. This trademark is owned by Advisor OS, LLC. The ADVISOR OS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Global investment research services; Investment consultation; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
advisor os

General Information

Serial Number87307213
Word MarkADVISOR OS
Filing DateThursday, January 19, 2017
Status700 - REGISTERED
Status DateTuesday, January 8, 2019
Registration Number5649886
Registration DateTuesday, January 8, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 31, 2018

Trademark Statements

Goods and ServicesFinancial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Global investment research services; Investment consultation; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Disclaimer with Predetermined Text"ADVISOR"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 26, 2017
Primary Code036
First Use Anywhere DateWednesday, February 1, 2017
First Use In Commerce DateWednesday, February 1, 2017

Trademark Owner History

Party NameAdvisor OS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCoppell, TX 75019
Party NameAdvisor OS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCoppell, TX 75019
Party NameAdvisor OS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCoppell, TX 75019

Trademark Events

Event DateEvent Description
Monday, January 8, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, January 8, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, December 4, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Saturday, December 1, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, December 1, 2018STATEMENT OF USE PROCESSING COMPLETE
Wednesday, November 14, 2018USE AMENDMENT FILED
Saturday, December 1, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, November 14, 2018TEAS STATEMENT OF USE RECEIVED
Tuesday, September 25, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 31, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 31, 2018PUBLISHED FOR OPPOSITION
Wednesday, July 11, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, June 25, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, June 21, 2018EXAMINER'S AMENDMENT ENTERED
Thursday, June 21, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, June 21, 2018EXAMINERS AMENDMENT E-MAILED
Thursday, June 21, 2018EXAMINERS AMENDMENT -WRITTEN
Thursday, June 21, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, June 21, 2018FINAL REFUSAL E-MAILED
Thursday, June 21, 2018FINAL REFUSAL WRITTEN
Tuesday, May 29, 2018SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Monday, November 27, 2017NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, November 27, 2017LETTER OF SUSPENSION E-MAILED
Monday, November 27, 2017SUSPENSION LETTER WRITTEN
Monday, November 6, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 6, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 31, 2017ASSIGNED TO LIE
Friday, October 20, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, April 20, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, April 20, 2017NON-FINAL ACTION E-MAILED
Thursday, April 20, 2017NON-FINAL ACTION WRITTEN
Friday, April 14, 2017ASSIGNED TO EXAMINER
Thursday, January 26, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, January 23, 2017NEW APPLICATION ENTERED

Related Keywords

advisor financial services investment products securities instruments namely providing management trading