ADVISORDESK Trademark

Trademark Overview


On Monday, May 23, 2011, a trademark application was filed for ADVISORDESK with the United States Patent and Trademark Office. The USPTO has given the ADVISORDESK trademark a serial number of 85327740. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, March 14, 2022. This trademark is owned by National Advisors Trust Company FSB. The ADVISORDESK trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications
advisordesk

General Information


Serial Number85327740
Word MarkADVISORDESK
Filing DateMonday, May 23, 2011
Status800 - REGISTERED AND RENEWED
Status DateMonday, March 14, 2022
Registration Number4079973
Registration DateTuesday, January 3, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 18, 2011

Trademark Statements


Pseudo MarkADVISOR DESK
Goods and ServicesProviding on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications

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 DateThursday, May 26, 2011
Primary Code042
First Use Anywhere DateWednesday, December 31, 2008
First Use In Commerce DateWednesday, December 31, 2008

Trademark Owner History


Party NameNATIONAL ADVISORS TRUST COMPANY
Party Type31 - New Owner After Registration
Legal Entity Type52 - NOT AVAILABLE
AddressKANSAS CITY, MO 64131

Party NameNational Advisors Trust Company FSB
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressOverland Park, KS 66210

Party NameNational Advisors Trust Company FSB
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressOverland Park, KS 66210

Party NameNational Advisors Trust Company FSB
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressOverland Park, KS 66210

Trademark Events


Event DateEvent Description
Monday, March 14, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, March 14, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, March 14, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, March 14, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 27, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, January 3, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 18, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, January 18, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, January 17, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, January 11, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 14, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, January 3, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, October 18, 2011PUBLISHED FOR OPPOSITION
Wednesday, September 28, 2011NOTICE OF PUBLICATION
Saturday, September 10, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 8, 2011ASSIGNED TO EXAMINER
Friday, May 27, 2011NOTICE OF PSEUDO MARK MAILED
Thursday, May 26, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, May 26, 2011NEW APPLICATION ENTERED IN TRAM