ADVISORPORT Trademark

Trademark Overview


On Thursday, November 6, 2003, a trademark application was filed for ADVISORPORT with the United States Patent and Trademark Office. The USPTO has given the ADVISORPORT trademark a serial number of 78323846. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, March 17, 2016. This trademark is owned by The PNC Financial Services Group, Inc.. The ADVISORPORT trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, Personal, Legal & Social Services, and Computer & Software Services & Scientific Services categories with the following description:

PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION

FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION

BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING

PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS

TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS
advisorport

General Information


Serial Number78323846
Word MarkADVISORPORT
Filing DateThursday, November 6, 2003
Status800 - REGISTERED AND RENEWED
Status DateThursday, March 17, 2016
Registration Number3040022
Registration DateTuesday, January 10, 2006
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 18, 2005

Trademark Statements


Goods and ServicesPROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION
Goods and ServicesFINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION
Pseudo MarkADVISOR PORT
Goods and ServicesBACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING
Goods and ServicesPRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS
Goods and ServicesTECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 3, 2003
Primary Code035
First Use Anywhere DateMonday, January 10, 2000
First Use In Commerce DateWednesday, April 26, 2000

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 3, 2003
Primary Code036
First Use Anywhere DateMonday, January 10, 2000
First Use In Commerce DateWednesday, April 26, 2000

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, June 6, 2005
Primary Code041
First Use Anywhere DateMonday, January 10, 2000
First Use In Commerce DateWednesday, April 26, 2000

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, December 2, 2004
Primary Code045
First Use Anywhere DateMonday, January 10, 2000
First Use In Commerce DateWednesday, April 26, 2000

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, December 2, 2004
Primary Code042
First Use Anywhere DateMonday, January 10, 2000
First Use In Commerce DateWednesday, April 26, 2000

Trademark Owner History


Party NameBNY MELLON ADVISORS, INC.
Party Type33 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPENNINGTON, NJ 08534

Party NameLOCKWOOD ADVISORS, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressKING OF PRUSSIA, PA 19406

Party NamePNC GLOBAL INVESTMENT SERVICING INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWILMINGTON, DE 19809

Party NameThe PNC Financial Services Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15222

Party NameThe PNC Financial Services Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15222

Party NameThe PNC Financial Services Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15222

Trademark Events


Event DateEvent Description
Wednesday, August 16, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, March 17, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, March 17, 2016REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, March 17, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, March 17, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 11, 2016TEAS SECTION 8 & 9 RECEIVED
Monday, January 11, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, July 28, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, July 28, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, July 16, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, July 9, 2012TEAS SECTION 8 & 15 RECEIVED
Wednesday, December 7, 2011AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 30, 2011ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, June 30, 2010AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, January 10, 2006REGISTERED-PRINCIPAL REGISTER
Tuesday, October 18, 2005PUBLISHED FOR OPPOSITION
Wednesday, September 28, 2005NOTICE OF PUBLICATION
Tuesday, June 28, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, June 24, 2005ASSIGNED TO LIE
Thursday, June 9, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, June 9, 2005EXAMINER'S AMENDMENT ENTERED
Thursday, June 9, 2005EXAMINERS AMENDMENT MAILED
Thursday, June 9, 2005EXAMINERS AMENDMENT -WRITTEN
Monday, June 6, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 23, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 23, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 3, 2004FINAL REFUSAL MAILED
Thursday, December 2, 2004FINAL REFUSAL WRITTEN
Thursday, December 2, 2004AMENDMENT FROM APPLICANT ENTERED
Wednesday, November 24, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 24, 2004TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 27, 2004NON-FINAL ACTION MAILED
Thursday, May 13, 2004ASSIGNED TO EXAMINER
Tuesday, December 9, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 9, 2003TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, December 3, 2003NEW APPLICATION ENTERED