ADVISOR TO THE ADVISOR Trademark
Trademark Overview
On Tuesday, December 4, 2018, a trademark application was filed for ADVISOR TO THE ADVISOR with the United States Patent and Trademark Office. The USPTO has given the ADVISOR TO THE ADVISOR trademark a serial number of 88216472. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 27, 2026. This trademark is owned by Franklin Resources, Inc.. The ADVISOR TO THE ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:
Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund advisory services; Mutual fund analysis services
General Information
| Serial Number | 88216472 |
| Word Mark | ADVISOR TO THE ADVISOR |
| Filing Date | Tuesday, December 4, 2018 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 27, 2026 |
| Registration Number | 5836393 |
| Registration Date | Tuesday, August 13, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2019 |
Trademark Statements
| Goods and Services | Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund advisory services; Mutual fund analysis services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 27, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, September 30, 2018 |
| First Use In Commerce Date | Sunday, September 30, 2018 |
Trademark Owner History
| Party Name | Franklin Resources, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 944031906
US |
| Party Name | Franklin Resources, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 944031906
US |
| Party Name | Franklin Resources, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 944031906
US |
Trademark Events
| Event Date | Event Description |
| Friday, December 7, 2018 | NEW APPLICATION ENTERED |
| Friday, December 21, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 5, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, March 5, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 27, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 11, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 18, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, July 10, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, June 18, 2019 | USE AMENDMENT FILED |
| Wednesday, July 10, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, July 11, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, July 12, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, August 13, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, March 17, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, March 17, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, March 17, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 13, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, February 27, 2026 | CANCELLED SEC. 8 (6-YR) |
