ADVISORFLEX Trademark

Trademark Overview


On Wednesday, May 17, 2023, a trademark application was filed for ADVISORFLEX with the United States Patent and Trademark Office. The USPTO has given the ADVISORFLEX trademark a serial number of 98000016. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Tuesday, August 27, 2024. This trademark is owned by Pershing Investments, LLC. The ADVISORFLEX trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial services, namely, investment management and advisory services involving flexible mutual and exchange-traded funds comprised of traditional and non-traditional asset classes; financial services, namely, investment management and advisory services in which managed account advisors can select and utilize different objectives-based strategies and financial models with traditional and non-traditional assets to invest and manage funds for others
advisorflex

General Information


Serial Number98000016
Word MarkADVISORFLEX
Filing DateWednesday, May 17, 2023
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateTuesday, August 27, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 19, 2024

Trademark Statements


Pseudo MarkADVISOR FLEX
Goods and ServicesFinancial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial services, namely, investment management and advisory services involving flexible mutual and exchange-traded funds comprised of traditional and non-traditional asset classes; financial services, namely, investment management and advisory services in which managed account advisors can select and utilize different objectives-based strategies and financial models with traditional and non-traditional assets to invest and manage funds for others

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 16, 2023
Primary Code036
First Use Anywhere DateThursday, July 31, 2008
First Use In Commerce DateThursday, July 31, 2008

Trademark Owner History


Party NamePershing Investments, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10286

Party NamePershing Investments, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10286

Trademark Events


Event DateEvent Description
Saturday, February 10, 2024ASSIGNED TO EXAMINER
Saturday, May 20, 2023NEW APPLICATION ENTERED
Friday, June 16, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, February 28, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 19, 2024PUBLISHED FOR OPPOSITION
Saturday, February 10, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 28, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 14, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 19, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, June 17, 2024USE AMENDMENT FILED
Monday, June 17, 2024TEAS STATEMENT OF USE RECEIVED
Saturday, August 3, 2024STATEMENT OF USE PROCESSING COMPLETE
Saturday, August 3, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 27, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, August 27, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED