ASI WEALTH MANAGER Trademark
Trademark Overview
On Friday, April 27, 2007, a trademark application was filed for ASI WEALTH MANAGER with the United States Patent and Trademark Office. The USPTO has given the ASI WEALTH MANAGER trademark a serial number of 77167414. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 15, 2014. This trademark is owned by Advisor Software, Inc.. The ASI WEALTH MANAGER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing temporary use of on-line non-downloadable software for use by investment advisors to manage a client's financial portfolios
General Information
| Serial Number | 77167414 |
| Word Mark | ASI WEALTH MANAGER |
| Filing Date | Friday, April 27, 2007 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 15, 2014 |
| Registration Number | 3365197 |
| Registration Date | Tuesday, January 8, 2008 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 23, 2007 |
Trademark Statements
| Disclaimer with Predetermined Text | "Wealth Manager" |
| Goods and Services | Providing temporary use of on-line non-downloadable software for use by investment advisors to manage a client's financial portfolios |
Classification Information
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 15, 2014 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, October 1, 2006 |
| First Use In Commerce Date | Thursday, October 26, 2006 |
Trademark Owner History
| Party Name | Advisor Software, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Lafayette, CA 94549 |
| Party Name | Advisor Software, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Lafayette, CA 94549 |
| Party Name | Advisor Software, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Lafayette, CA 94549 |
Trademark Events
| Event Date | Event Description |
| Friday, August 15, 2014 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, January 8, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 23, 2007 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 3, 2007 | NOTICE OF PUBLICATION |
| Tuesday, September 18, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, September 18, 2007 | ASSIGNED TO LIE |
| Sunday, August 12, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Sunday, August 12, 2007 | ASSIGNED TO EXAMINER |
| Tuesday, May 1, 2007 | NEW APPLICATION ENTERED IN TRAM |
