| Serial Number | 98810960 |
| Word Mark | ADVISORX |
| Filing Date | Sunday, October 20, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, April 22, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Pseudo Mark | ADVISOR X |
| Goods and Services | Financial 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 Services | Computer programming services, namely, developing AI/ML-powered tools for risk tolerance assessments, investment strategies, portfolio management, financial planning, and personalized behavioral feedback systems. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, October 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, October 20, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | AdvisorX, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104-5401 |
| Event Date | Event Description |
| Sunday, October 20, 2024 | NEW APPLICATION ENTERED |
| Sunday, October 20, 2024 | APPLICATION FILING RECEIPT MAILED |
| Monday, April 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 22, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, April 22, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 22, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 22, 2025 | NON-FINAL ACTION WRITTEN |