ADVISORWARE Trademark

Trademark Overview

On Wednesday, November 22, 1995, a trademark application was filed for ADVISORWARE with the United States Patent and Trademark Office. The USPTO has given the ADVISORWARE trademark a serial number of 75075520. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, June 7, 2018. This trademark is owned by HedgeWare, Inc.. The ADVISORWARE trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

computer software to help investment advisors conduct marketing and sales and develop and maintain databases related thereto, and to help investors and investment advisors conduct investment research, perform investment analysis, perform trading operations, perform financial accounting, and prepare tax compliance information and prepare regulatory compliance documents, but not to compare variable annuities to other investments
advisorware

General Information

Serial Number75075520
Word MarkADVISORWARE
Filing DateWednesday, November 22, 1995
Status800 - REGISTERED AND RENEWED
Status DateThursday, June 7, 2018
Registration Number2170016
Registration DateTuesday, June 30, 1998
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, December 17, 1996

Trademark Statements

Goods and Servicescomputer software to help investment advisors conduct marketing and sales and develop and maintain databases related thereto, and to help investors and investment advisors conduct investment research, perform investment analysis, perform trading operations, perform financial accounting, and prepare tax compliance information and prepare regulatory compliance documents, but not to compare variable annuities to other investments
Pseudo MarkADVISOR WARE

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 DateMonday, April 8, 1996
Primary Code009
First Use Anywhere DateWednesday, April 10, 1996
First Use In Commerce DateWednesday, April 10, 1996

Trademark Owner History

Party NameSS&C TECHNOLOGIES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWINDSOR, CT 06095
Party NameHedgeWare, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWindsor, CT 06095
Party NameHedgeWare, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMount Kisco, NY 10549
Party NameHedgeWare, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMount Kisco, NY 10549

Trademark Events

Event DateEvent Description
Tuesday, February 2, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 2, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 2, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 2, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 2, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 2, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, July 11, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, June 7, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, June 7, 2018REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Thursday, June 7, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, June 7, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 29, 2018TEAS SECTION 8 & 9 RECEIVED
Friday, June 30, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, July 22, 2015ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 15, 2015ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 10, 2008REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, September 10, 2008REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, September 10, 2008ASSIGNED TO PARALEGAL
Wednesday, July 16, 2008TEAS SECTION 8 & 9 RECEIVED
Wednesday, July 16, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, August 14, 2007CASE FILE IN TICRS
Monday, December 20, 2004REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, November 11, 2004REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Thursday, November 11, 2004TEAS SECTION 8 & 15 RECEIVED
Tuesday, October 19, 2004TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 30, 1998REGISTERED-PRINCIPAL REGISTER
Tuesday, May 5, 1998ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, April 13, 1998CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 4, 1998NON-FINAL ACTION MAILED
Monday, February 2, 1998ASSIGNED TO EXAMINER
Monday, February 2, 1998ASSIGNED TO EXAMINER
Wednesday, January 28, 1998STATEMENT OF USE PROCESSING COMPLETE
Tuesday, December 9, 1997USE AMENDMENT FILED
Tuesday, November 18, 1997NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, January 23, 1997EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, December 17, 1996PUBLISHED FOR OPPOSITION
Friday, November 15, 1996NOTICE OF PUBLICATION
Friday, October 11, 1996APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 2, 1996ASSIGNED TO EXAMINER
Friday, September 27, 1996ASSIGNED TO EXAMINER

Related Keywords

advisorware investment perform prepare compliance conduct help advisors information financial regulatory