ADVISORSMART Trademark

Trademark Overview


On Tuesday, May 8, 2018, a trademark application was filed for ADVISORSMART with the United States Patent and Trademark Office. The USPTO has given the ADVISORSMART trademark a serial number of 87911772. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, June 14, 2025. This trademark is owned by AdvisorSmart, LLC. The ADVISORSMART trademark is filed in the Paper & Printed Material Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services, namely, presentations, classes, seminars, lectures, workshops, and panel discussions in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management

Printed publications for education, namely, newsletters, bulletins, brochures, booklets and teaching materials in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; printed publications, namely, informational books on the subject of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management

Providing a website featuring information in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; electronic presentations in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; providing information in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management
advisorsmart

General Information


Serial Number87911772
Word MarkADVISORSMART
Filing DateTuesday, May 8, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, June 14, 2025
Registration Number5921808
Registration DateTuesday, November 26, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 19, 2019

Trademark Statements


Goods and ServicesEducational services, namely, presentations, classes, seminars, lectures, workshops, and panel discussions in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management
Goods and ServicesPrinted publications for education, namely, newsletters, bulletins, brochures, booklets and teaching materials in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; printed publications, namely, informational books on the subject of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management
Pseudo MarkADVISOR SMART
Goods and ServicesProviding a website featuring information in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; electronic presentations in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; providing information in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateFriday, January 4, 2019
Primary Code016
First Use Anywhere DateFriday, July 5, 2019
First Use In Commerce DateFriday, July 5, 2019

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 4, 2019
Primary Code036
First Use Anywhere DateFriday, July 5, 2019
First Use In Commerce DateFriday, July 5, 2019

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, May 17, 2018
Primary Code041
First Use Anywhere DateFriday, July 5, 2019
First Use In Commerce DateFriday, July 5, 2019

Trademark Owner History


Party NameAdvisorSmart, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMinneapolis, MN 55419

Party NameAdvisorSmart, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMinneapolis, MN 55419

Party NameAdvisorSmart, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMinneapolis, MN 55419

Trademark Events


Event DateEvent Description
Friday, May 11, 2018NEW APPLICATION ENTERED
Thursday, May 17, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 29, 2018ASSIGNED TO EXAMINER
Tuesday, September 4, 2018NON-FINAL ACTION WRITTEN
Tuesday, September 4, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 4, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 4, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 4, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 30, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 19, 2019PUBLISHED FOR OPPOSITION
Tuesday, February 19, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 16, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 24, 2019USE AMENDMENT FILED
Saturday, October 12, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, October 12, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, October 21, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, November 26, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, November 26, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 4, 2018NON-FINAL ACTION E-MAILED
Monday, January 7, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 24, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, October 22, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, February 21, 2025TEAS SECTION 8 & 15 RECEIVED
Saturday, June 14, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, June 14, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, June 14, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED