ADVISOR360 Trademark

Trademark Overview


On Monday, November 2, 2009, a trademark application was filed for ADVISOR360 with the United States Patent and Trademark Office. The USPTO has given the ADVISOR360 trademark a serial number of 77862449. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, April 2, 2021. This trademark is owned by Commonwealth Equity Services LLP. The ADVISOR360 trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS

PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION

General Information


Serial Number77862449
Word MarkADVISOR360
Filing DateMonday, November 2, 2009
Status800 - REGISTERED AND RENEWED
Status DateFriday, April 2, 2021
Registration Number3892041
Registration DateTuesday, December 21, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 5, 2010

Trademark Statements


Goods and ServicesPROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS
Goods and ServicesPROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION
Pseudo MarkADVISOR 360

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 5, 2009
Primary Code036
First Use Anywhere DateThursday, February 19, 2009
First Use In Commerce DateThursday, February 19, 2009

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 DateThursday, November 5, 2009
Primary Code042
First Use Anywhere DateThursday, February 19, 2009
First Use In Commerce DateThursday, February 19, 2009

Trademark Owner History


Party NameADVISOR360, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWESTON, MA 02493

Party NameCOMMONWEALTH EQUITY SERVICES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWALTHAM, MA 02453

Party NameCommonwealth Equity Services LLP
Party Type30 - Original Registrant
Legal Entity Type21 - NOT AVAILABLE
AddressWaltham, MA 02154

Party NameCommonwealth Equity Services LLP
Party Type20 - Owner at Publication
Legal Entity Type21 - NOT AVAILABLE
AddressWaltham, MA 02154

Party NameCommonwealth Equity Services LLP
Party Type10 - Original Applicant
Legal Entity Type21 - NOT AVAILABLE
AddressWaltham, MA 02154

Trademark Events


Event DateEvent Description
Friday, April 2, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, April 2, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, April 2, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, April 2, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, December 20, 2020TEAS SECTION 8 & 9 RECEIVED
Wednesday, September 25, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, January 16, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, August 3, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Thursday, August 3, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, August 3, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 20, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, June 20, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 21, 2010REGISTERED-PRINCIPAL REGISTER
Tuesday, October 5, 2010PUBLISHED FOR OPPOSITION
Wednesday, September 15, 2010NOTICE OF PUBLICATION
Monday, August 30, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, August 30, 2010ASSIGNED TO LIE
Monday, August 16, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 13, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 12, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 12, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 12, 2010NON-FINAL ACTION MAILED
Thursday, February 11, 2010NON-FINAL ACTION WRITTEN
Monday, February 8, 2010ASSIGNED TO EXAMINER
Friday, November 6, 2009NOTICE OF PSEUDO MARK MAILED
Thursday, November 5, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, November 5, 2009NEW APPLICATION ENTERED IN TRAM