ADVISORS EXCEL Trademark

Trademark Overview


On Thursday, April 13, 2017, a trademark application was filed for ADVISORS EXCEL with the United States Patent and Trademark Office. The USPTO has given the ADVISORS EXCEL trademark a serial number of 87409895. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, February 15, 2024. This trademark is owned by ADVISORS EXCEL, LLC. The ADVISORS EXCEL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Educational services, namely, providing trainings and workshops in the field of insurance, financial planning and retirement planning; Video production services for others

Providing financial information and financial consultation services to insurance and financial professionals in the field of retirement planning

Advertising and marketing services, namely, promotion of insurance and financial services on behalf of others

Creation, design and maintenance of websites for others; Graphic design services for the advertising and marketing of others
advisors excel

General Information


Serial Number87409895
Word MarkADVISORS EXCEL
Filing DateThursday, April 13, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, February 15, 2024
Registration Number5456905
Registration DateTuesday, May 1, 2018
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 13, 2018

Trademark Statements


Goods and ServicesEducational services, namely, providing trainings and workshops in the field of insurance, financial planning and retirement planning; Video production services for others
Description of MarkThe mark consists of the stylized wording "ADVISORS EXCEL" to the right of a square design that contains a triangular design.
Goods and ServicesProviding financial information and financial consultation services to insurance and financial professionals in the field of retirement planning
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesAdvertising and marketing services, namely, promotion of insurance and financial services on behalf of others
Disclaimer with Predetermined Text"ADVISORS"
Goods and ServicesCreation, design and maintenance of websites for others; Graphic design services for the advertising and marketing of others

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 20, 2017
Primary Code035
First Use Anywhere DateTuesday, February 1, 2005
First Use In Commerce DateTuesday, February 1, 2005

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 20, 2017
Primary Code036
First Use Anywhere DateTuesday, February 1, 2005
First Use In Commerce DateTuesday, February 1, 2005

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, April 20, 2017
Primary Code041
First Use Anywhere DateSaturday, July 1, 2006
First Use In Commerce DateSaturday, July 1, 2006

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, April 20, 2017
Primary Code042
First Use Anywhere DateThursday, January 31, 2008
First Use In Commerce DateThursday, January 31, 2008

Trademark Owner History


Party NameADVISORS EXCEL, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressTopeka, KS 66614

Party NameADVISORS EXCEL, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressTopeka, KS 66614

Party NameADVISORS EXCEL, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTopeka, KS 66614

Trademark Events


Event DateEvent Description
Thursday, February 15, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, February 15, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, February 15, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, August 28, 2023TEAS SECTION 8 & 15 RECEIVED
Monday, May 1, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 1, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, February 13, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 13, 2018PUBLISHED FOR OPPOSITION
Wednesday, January 24, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, January 4, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 4, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 4, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 3, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 12, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 12, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, December 3, 2017ASSIGNED TO LIE
Tuesday, November 21, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 17, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 17, 2017NON-FINAL ACTION E-MAILED
Monday, July 17, 2017NON-FINAL ACTION WRITTEN
Monday, July 10, 2017ASSIGNED TO EXAMINER
Friday, April 21, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, April 20, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, April 17, 2017NEW APPLICATION ENTERED