ADVISORBOB Trademark

Trademark Overview


On Thursday, February 16, 2023, a trademark application was filed for ADVISORBOB with the United States Patent and Trademark Office. The USPTO has given the ADVISORBOB trademark a serial number of 97797926. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Wednesday, September 17, 2025. This trademark is owned by Peng-win, LLC. The ADVISORBOB trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing
advisorbob

General Information


Serial Number97797926
Word MarkADVISORBOB
Filing DateThursday, February 16, 2023
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateWednesday, September 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 12, 2024

Trademark Statements


Pseudo MarkADVISOR BOB
Goods and ServicesProviding on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing

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 DateTuesday, March 7, 2023
Primary Code042
First Use Anywhere DateFriday, March 1, 2019
First Use In Commerce DateFriday, March 1, 2019

Trademark Owner History


Party NamePeng-win, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMalvern, PA 19355

Party NamePeng-win, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMalvern, PA 19355

Trademark Events


Event DateEvent Description
Wednesday, November 22, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, February 20, 2023NEW APPLICATION ENTERED
Tuesday, March 7, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, November 15, 2023ASSIGNED TO EXAMINER
Wednesday, November 22, 2023NON-FINAL ACTION WRITTEN
Wednesday, November 22, 2023NON-FINAL ACTION E-MAILED
Thursday, December 28, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 28, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 29, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 21, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, January 29, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 21, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 12, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 12, 2024PUBLISHED FOR OPPOSITION
Tuesday, May 7, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, November 7, 2024SOU TEAS EXTENSION RECEIVED
Thursday, November 7, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, November 7, 2024SOU EXTENSION 1 GRANTED
Thursday, November 7, 2024SOU EXTENSION 1 FILED
Friday, September 5, 2025STATEMENT OF USE PROCESSING COMPLETE
Wednesday, September 17, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, October 3, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, September 17, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, April 17, 2025USE AMENDMENT FILED
Thursday, April 17, 2025TEAS STATEMENT OF USE RECEIVED
Thursday, September 4, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL