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 REGISTERED as of Tuesday, August 13, 2019. 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 | 700 - REGISTERED |
| Status Date | Tuesday, August 13, 2019 |
| 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 | 6 - Active |
| Class Status Date | Friday, December 21, 2018 |
| 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 |
| Party Name | Franklin Resources, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 944031906 |
| Party Name | Franklin Resources, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 944031906 |
Trademark Events
| Event Date | Event Description |
| Friday, December 7, 2018 | NEW APPLICATION ENTERED |
| Wednesday, March 27, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2019 | PUBLISHED FOR OPPOSITION |
| 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 |
| 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 |
| Tuesday, June 18, 2019 | USE AMENDMENT FILED |
| Wednesday, July 10, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 10, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| 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 CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, July 11, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 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 |
| Tuesday, August 13, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
