ADVISORY RESOURCE GROUP Trademark

Trademark Overview


On Thursday, December 19, 2024, a trademark application was filed for ADVISORY RESOURCE GROUP with the United States Patent and Trademark Office. The USPTO has given the ADVISORY RESOURCE GROUP trademark a serial number of 98912173. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, June 23, 2025. This trademark is owned by Advisory Resource Group, LLC. The ADVISORY RESOURCE GROUP trademark is filed in the Personal, Legal & Social Services category with the following description:

Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals; Providing expert retirement solutions and support; retirement plan consulting, services relating to fiduciary responsibilities, retirement plan design for compliance and ongoing management, assist with provider selection and management, fiduciary support, participant education, investment committee meetings; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals
advisory resource group

General Information


Serial Number98912173
Word MarkADVISORY RESOURCE GROUP
Filing DateThursday, December 19, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, June 23, 2025
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 ServicesBroker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals; Providing expert retirement solutions and support; retirement plan consulting, services relating to fiduciary responsibilities, retirement plan design for compliance and ongoing management, assist with provider selection and management, fiduciary support, participant education, investment committee meetings; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals

Classification Information


International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, December 19, 2024
Primary Code045
First Use Anywhere DateMonday, December 9, 2024
First Use In Commerce DateMonday, December 9, 2024

Trademark Owner History


Party NameAdvisory Resource Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBellevue, WA 98004

Trademark Events


Event DateEvent Description
Thursday, December 19, 2024NEW APPLICATION ENTERED
Thursday, December 19, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 23, 2025NON-FINAL ACTION E-MAILED
Monday, June 23, 2025NON-FINAL ACTION WRITTEN
Thursday, June 5, 2025ASSIGNED TO EXAMINER
Monday, June 23, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED