| Serial Number | 88215068 |
| Word Mark | ADVISORBASE |
| Filing Date | Monday, December 3, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 28, 2020 |
| Registration Number | 6043461 |
| Registration Date | Tuesday, April 28, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 9, 2019 |
| Goods and Services | Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services |
| Pseudo Mark | ADVISOR BASE |
| Goods and Services | Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; providing online, non-downloadable mobile application software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 20, 2018 |
| Primary Code | 009 |
| First Use Anywhere Date | Sunday, December 1, 2019 |
| First Use In Commerce Date | Sunday, December 1, 2019 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 20, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, December 1, 2019 |
| First Use In Commerce Date | Sunday, December 1, 2019 |
| Party Name | Strategic Alternative Funds Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10282 |
| Party Name | Strategic Alternative Funds Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10010 |
| Party Name | Strategic Alternative Funds Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10010 |
| Event Date | Event Description |
| Tuesday, December 22, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 22, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 22, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, December 22, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 22, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, April 28, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, March 26, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, March 25, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, March 20, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, March 3, 2020 | USE AMENDMENT FILED |
| Friday, March 20, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, March 3, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 3, 2019 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 9, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 19, 2019 | NOTICE OF PUBLICATION |
| Thursday, May 30, 2019 | ASSIGNED TO LIE |
| Friday, May 17, 2019 | EXAMINERS AMENDMENT MAILED |
| Thursday, May 16, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 16, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 16, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, December 26, 2018 | NON-FINAL ACTION MAILED |
| Wednesday, December 26, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 26, 2018 | ASSIGNED TO EXAMINER |
| Thursday, December 20, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 6, 2018 | NEW APPLICATION ENTERED |