AVISE Trademark
Trademark Overview
On Wednesday, August 27, 2025, a trademark application was filed for AVISE with the United States Patent and Trademark Office. The USPTO has given the AVISE trademark a serial number of 99361350. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, June 2, 2026. This trademark is owned by Avise Financial Cooperative, Inc.. The AVISE trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:
Financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, expert analysis in finance; Financial wealth management services; Financial consultancy services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Strategic financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
Business operation, business administration and office functions; Advisory services relating to business management and business operations; Offering business management assistance in the establishment and/or operation of financial advisory firms.; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members; Business intermediary services relating to the matching of various professionals with clients; Business advisory services; Business consultancy relating to regulatory compliance; Business management assistance; Business organization and operation consultancy; Operation of a business for others, namely, management and operations of financial advisory firms
Regulatory compliance consulting in the field of finance; Regulatory compliance consultancy in the field of finance; Regulatory compliance auditing; all of the foregoing services excluding legal services
General Information
| Serial Number | 99361350 |
| Word Mark | AVISE |
| Filing Date | Wednesday, August 27, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, June 2, 2026 |
| 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 | Tuesday, June 2, 2026 |
Trademark Statements
| Goods and Services | Financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, expert analysis in finance; Financial wealth management services; Financial consultancy services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Strategic financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence |
| Goods and Services | Business operation, business administration and office functions; Advisory services relating to business management and business operations; Offering business management assistance in the establishment and/or operation of financial advisory firms.; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members; Business intermediary services relating to the matching of various professionals with clients; Business advisory services; Business consultancy relating to regulatory compliance; Business management assistance; Business organization and operation consultancy; Operation of a business for others, namely, management and operations of financial advisory firms |
| Goods and Services | Regulatory compliance consulting in the field of finance; Regulatory compliance consultancy in the field of finance; Regulatory compliance auditing; all of the foregoing services excluding legal services |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 27, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, January 1, 2024 |
| First Use In Commerce Date | Monday, January 1, 2024 |
| 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 | Wednesday, August 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 1, 2024 |
| First Use In Commerce Date | Monday, January 1, 2024 |
| International Class | 045 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 27, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | Monday, January 1, 2024 |
| First Use In Commerce Date | Monday, January 1, 2024 |
Trademark Owner History
| Party Name | Avise Financial Cooperative, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 45 - NOT AVAILABLE |
| Address | Los Angeles, CA 90028
US |
| Party Name | Avise Financial Cooperative, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 45 - NOT AVAILABLE |
| Address | Los Angeles, CA 90028
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, August 27, 2025 | NEW APPLICATION ENTERED |
| Tuesday, September 9, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 16, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, January 18, 2026 | ASSIGNED TO EXAMINER |
| Monday, January 19, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, January 19, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, January 19, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 25, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, March 25, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, March 25, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, March 25, 2026 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, March 27, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 27, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 27, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, May 2, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 27, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 2, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 2, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
