ADVISOR TO CEO Trademark

Trademark Overview

On Tuesday, April 20, 2021, a trademark application was filed for ADVISOR TO CEO with the United States Patent and Trademark Office. The USPTO has given the ADVISOR TO CEO trademark a serial number of 90659103. The federal status of this trademark filing is NOTICE OF ALLOWANCE - CANCELLED as of Thursday, June 6, 2024. This trademark is owned by Dynasty Financial Partners, LLC. The ADVISOR TO CEO trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients
advisor to ceo

General Information

Serial Number90659103
Word MarkADVISOR TO CEO
Filing DateTuesday, April 20, 2021
Status690 - NOTICE OF ALLOWANCE - CANCELLED
Status DateThursday, June 6, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 11, 2023

Trademark Statements

Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients

Classification Information

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 DateWednesday, July 28, 2021
Primary Code042
First Use Anywhere DateMonday, November 25, 2019
First Use In Commerce DateMonday, November 25, 2019

Trademark Owner History

Party NameDynasty Financial Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSt. Petersburg, FL 33701
Party NameDynasty Financial Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSt. Petersburg, FL 33701

Trademark Events

Event DateEvent Description
Friday, April 23, 2021NEW APPLICATION ENTERED
Wednesday, July 28, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, December 13, 2021ASSIGNED TO EXAMINER
Monday, December 20, 2021NON-FINAL ACTION WRITTEN
Monday, December 20, 2021NON-FINAL ACTION E-MAILED
Monday, December 20, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 17, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 17, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, June 18, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 15, 2022FINAL REFUSAL WRITTEN
Friday, July 15, 2022FINAL REFUSAL E-MAILED
Friday, July 15, 2022NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, December 20, 2022TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, March 2, 2023ASSIGNED TO LIE
Friday, March 3, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 3, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 6, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 11, 2023PUBLISHED FOR OPPOSITION
Wednesday, March 22, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 11, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 6, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, November 30, 2023SOU EXTENSION 1 GRANTED
Thursday, November 30, 2023SOU TEAS EXTENSION RECEIVED
Thursday, November 30, 2023SOU EXTENSION 1 FILED
Tuesday, May 28, 2024TEAS POST PUBLICATION AMENDMENT RECEIVED
Wednesday, June 5, 2024SOU TEAS EXTENSION RECEIVED
Thursday, June 6, 2024NOTICE OF ALLOWANCE CANCELLED
Wednesday, July 3, 2024EARLY EXTENSION OF USE REFUSED
Wednesday, July 3, 20241(B) BASIS DELETED; PROCEED TO REGISTRATION
Monday, June 24, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, December 2, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Related Keywords

advisor platform wealth management advisors software platforms service featuring paas computer