ADVISORS ASSISTANT Trademark

Trademark Overview

On Monday, March 22, 1999, a trademark application was filed for ADVISORS ASSISTANT with the United States Patent and Trademark Office. The USPTO has given the ADVISORS ASSISTANT trademark a serial number of 75664712. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, September 17, 2025. This trademark is owned by CLIENT MARKETING SYSTEMS, INC.. The ADVISORS ASSISTANT trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:

computer software for use by insurance agents and investment representatives in creating and maintaining a database of client information

Computer software consultation and maintaining and updating database computer software
advisors assistant

General Information

Serial Number75664712
Word MarkADVISORS ASSISTANT
Filing DateMonday, March 22, 1999
Status800 - REGISTERED AND RENEWED
Status DateWednesday, September 17, 2025
Registration Number2951907
Registration DateTuesday, May 17, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, June 10, 2003

Trademark Statements

Goods and Servicescomputer software for use by insurance agents and investment representatives in creating and maintaining a database of client information
Goods and ServicesComputer software consultation and maintaining and updating database computer software

Classification Information

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateWednesday, May 5, 1999
Primary Code009
First Use Anywhere DateTuesday, June 15, 1999
First Use In Commerce DateTuesday, June 15, 1999
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 DateWednesday, May 5, 1999
Primary Code042
First Use Anywhere DateTuesday, June 15, 1999
First Use In Commerce DateTuesday, June 15, 1999

Trademark Owner History

Party NameFMG SUITE, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressGardena, CA 90248
Party NameADVISORS ASSISTANT HOLDINGS, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressEL SEGUNDO, CA 90245
Party NameCLIENT MARKETING SYSTEMS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPISMO BEACH, CA 93449
Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressPismo Beach, CA 93449
Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressPismo Beach, CA 93449
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressPismo Beach, CA 93449
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressPismo Beach, CA 93449
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressPismo Beach, CA 93449
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressPismo Beach, CA 93449

Trademark Events

Event DateEvent Description
Friday, September 3, 1999ASSIGNED TO EXAMINER
Wednesday, October 6, 1999NON-FINAL ACTION MAILED
Monday, September 20, 1999ASSIGNED TO EXAMINER
Tuesday, June 10, 2003PUBLISHED FOR OPPOSITION
Saturday, January 15, 2000CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 23, 2000LETTER OF SUSPENSION MAILED
Wednesday, December 18, 2002FINAL REFUSAL MAILED
Friday, March 14, 2003PAPER RECEIVED
Friday, March 14, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 3, 2003ASSIGNED TO EXAMINER
Thursday, April 3, 2003ASSIGNED TO EXAMINER
Thursday, April 10, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 21, 2003NOTICE OF PUBLICATION
Thursday, October 16, 2003USE AMENDMENT FILED
Friday, February 13, 2004STATEMENT OF USE PROCESSING COMPLETE
Tuesday, August 31, 2004NON-FINAL ACTION MAILED
Monday, February 14, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 2, 2003NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, October 16, 2003PAPER RECEIVED
Friday, February 20, 2004CASE FILE IN TICRS
Friday, February 27, 2004PAPER RECEIVED
Friday, February 27, 2004UNRESPONSIVE/DUPLICATE PAPER RECEIVED
Monday, February 14, 2005PAPER RECEIVED
Friday, March 4, 2005AMENDMENT FROM APPLICANT ENTERED
Thursday, March 17, 2005ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, March 23, 2005ASSIGNED TO LIE
Thursday, March 24, 2005LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, May 17, 2005REGISTERED-PRINCIPAL REGISTER
Thursday, October 7, 2010TEAS SECTION 8 & 15 RECEIVED
Saturday, October 9, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, November 20, 2014TEAS SECTION 8 & 9 RECEIVED
Thursday, December 11, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 11, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, October 8, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 11, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, December 11, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, October 19, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, June 6, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, September 24, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 5, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 16, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 1, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, September 24, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, April 5, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 7, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, April 7, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, April 7, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 7, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 19, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, April 7, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, May 17, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, May 19, 2025TEAS SECTION 8 & 9 RECEIVED
Monday, July 14, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 17, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 17, 2025REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Wednesday, September 17, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, September 17, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, July 14, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 14, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 14, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 14, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Related Keywords

assistant advisors computer software database maintaining client consultation updating information creating insurance