Trademark Overview
On Friday, June 6, 2025, a trademark application was filed for ADVISORTIME with the United States Patent and Trademark Office. The USPTO has given the ADVISORTIME trademark a serial number of 99221603. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, January 12, 2026. This trademark is owned by Raymond James Financial, Inc.. The ADVISORTIME trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:
technical support services, namely, installation, administration, and troubleshooting of web and database applications.
financial services, namely, providing investment options available for life insurance products, mortgages in the nature of brokerage services, advisory services, asset management services, investment banking, capital markets, trust administration and management, mortgage banking, mortgage lending, annuities in the nature of life insurance, annuity brokerage services, annuity underwriting, and private markets and equity fund investment services; financial asset management; banking services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; business supervision services.
regulatory compliance consulting in the field of finance and investments.
business support services to financial advisors, namely, providing business support staff services, business consulting, technology and operational support; business support services, namely, providing business support staff services, business consulting, technology and operational support in the fields of finance and investment; business management and payroll administration and management services; human resource management services, namely, serving as a human resources department for others; financial records management, namely, maintaining records of financial account balances and transactions; fund accounting services, namely, accounting services for individual and institutional investment accounts; business marketing services for others; technology and operational business assistance to enterprises; business management of office facilities; business supervision services.
