ADVISORX Trademark

Trademark Overview

On Sunday, October 20, 2024, a trademark application was filed for ADVISORX with the United States Patent and Trademark Office. The USPTO has given the ADVISORX trademark a serial number of 98810960. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, October 20, 2024. This trademark is owned by AdvisorX, Inc.. The ADVISORX trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial advisory and consultancy services, namely, providing AI/ML-powered risk tolerance assessments, investment strategies, portfolio management, financial planning, and personalized behavioral feedback systems.

Computer programming services, namely, developing AI/ML-powered tools for risk tolerance assessments, investment strategies, portfolio management, financial planning, and personalized behavioral feedback systems.
advisorx

General Information

Serial Number98810960
Word MarkADVISORX
Filing DateSunday, October 20, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSunday, October 20, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services, namely, providing AI/ML-powered risk tolerance assessments, investment strategies, portfolio management, financial planning, and personalized behavioral feedback systems.
Goods and ServicesComputer programming services, namely, developing AI/ML-powered tools for risk tolerance assessments, investment strategies, portfolio management, financial planning, and personalized behavioral feedback systems.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, October 20, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
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 DateSunday, October 20, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameAdvisorX, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104-5401

Trademark Events

Event DateEvent Description
Sunday, October 20, 2024NEW APPLICATION ENTERED
Sunday, October 20, 2024APPLICATION FILING RECEIPT MAILED

Related Keywords

advisorx financial management portfolio planning personalized systems feedback behavioral investment strategies