APEX ADVISOR SOLUTIONS Trademark

Trademark Overview

On Monday, January 16, 2017, a trademark application was filed for APEX ADVISOR SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the APEX ADVISOR SOLUTIONS trademark a serial number of 87980142. The federal status of this trademark filing is REGISTERED as of Tuesday, June 25, 2019. This trademark is owned by Apex Clearing Corporation. The APEX ADVISOR SOLUTIONS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

providing registered investment advisors with non-downloadable software for portfolio rebalancing, account opening, data aggregation, and taking custody of assets
apex advisor solutions

General Information

Serial Number87980142
Word MarkAPEX ADVISOR SOLUTIONS
Filing DateMonday, January 16, 2017
Status700 - REGISTERED
Status DateTuesday, June 25, 2019
Registration Number5789398
Registration DateTuesday, June 25, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 5, 2017

Trademark Statements

NOT AVAILABLE"ADVISOR SOLUTIONS"
Goods and Servicesproviding registered investment advisors with non-downloadable software for portfolio rebalancing, account opening, data aggregation, and taking custody of assets

Classification Information

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 DateTuesday, January 24, 2017
Primary Code042
First Use Anywhere DateTuesday, February 28, 2017
First Use In Commerce DateTuesday, February 28, 2017

Trademark Owner History

Party NameApex Clearing Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressDallas, TX 75201
Party NameApex Clearing Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDallas, TX 75201
Party NameApex Clearing Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDallas, TX 75201

Trademark Events

Event DateEvent Description
Tuesday, April 18, 2017NON-FINAL ACTION WRITTEN
Thursday, January 19, 2017NEW APPLICATION ENTERED
Tuesday, January 24, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, April 11, 2017ASSIGNED TO EXAMINER
Tuesday, April 18, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, April 18, 2017NON-FINAL ACTION E-MAILED
Friday, April 21, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 25, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 25, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 26, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 26, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 16, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 5, 2017PUBLISHED FOR OPPOSITION
Tuesday, September 5, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 31, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 6, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 30, 2018SOU TEAS EXTENSION RECEIVED
Monday, April 30, 2018SOU EXTENSION 1 FILED
Monday, April 30, 2018SOU EXTENSION 1 GRANTED
Wednesday, May 2, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, October 26, 2018SOU TEAS EXTENSION RECEIVED
Friday, October 26, 2018SOU EXTENSION 2 FILED
Friday, October 26, 2018SOU EXTENSION 2 GRANTED
Tuesday, October 30, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, February 15, 2019TEAS REQUEST TO DIVIDE RECEIVED
Friday, February 15, 2019DIVISIONAL REQUEST RECEIVED
Friday, February 22, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, March 5, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, May 20, 2019ASSIGNED TO EXAMINER
Thursday, May 23, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, February 22, 2019USE AMENDMENT FILED
Tuesday, March 5, 2019DIVISIONAL PROCESSING COMPLETE
Tuesday, March 5, 2019STATEMENT OF USE PROCESSING COMPLETE
Friday, May 24, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 25, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, February 23, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 23, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 23, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, February 23, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 14, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 23, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 23, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, March 14, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 14, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, March 14, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 25, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

solutions advisor apex data opening aggregation taking assets custody account rebalancing investment registered