AXOS ADVISOR Trademark

Trademark Overview


On Thursday, October 28, 2021, a trademark application was filed for AXOS ADVISOR with the United States Patent and Trademark Office. The USPTO has given the AXOS ADVISOR trademark a serial number of 97096620. The federal status of this trademark filing is REGISTERED as of Tuesday, August 1, 2023. This trademark is owned by AXOS BANK. The AXOS ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, processing and clearing of securities transactions; clearing and reconciling financial transactions via a global computer network; agency and brokerage services for trading of securities, securities index futures, securities options, and overseas market securities futures; brokerage of shares and other securities; brokerage of shares or stocks and other securities; brokerage services for capital investments; brokerage services for stocks and bonds; brokerage services in the field of securities and commodities investing; clearing and reconciling financial transactions via a global computer network; financial investment brokerage services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services; consulting services, namely, financial consulting; financial services, namely, providing services in the nature of automated securities finance relating to securities lending and borrowing transactions via a ...
axos advisor

General Information


Serial Number97096620
Word MarkAXOS ADVISOR
Filing DateThursday, October 28, 2021
Status700 - REGISTERED
Status DateTuesday, August 1, 2023
Registration Number7128241
Registration DateTuesday, August 1, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 8, 2022

Trademark Statements


Goods and ServicesFinancial services, namely, processing and clearing of securities transactions; clearing and reconciling financial transactions via a global computer network; agency and brokerage services for trading of securities, securities index futures, securities options, and overseas market securities futures; brokerage of shares and other securities; brokerage of shares or stocks and other securities; brokerage services for capital investments; brokerage services for stocks and bonds; brokerage services in the field of securities and commodities investing; clearing and reconciling financial transactions via a global computer network; financial investment brokerage services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services; consulting services, namely, financial consulting; financial services, namely, providing services in the nature of automated securities finance relating to securities lending and borrowing transactions via a global computer network; banking services; checking and savings account services; bill payment services, namely, payment administration; bank card, debit card and electronic payment card services; money transmission services, namely, electronic transfer of money; mortgage lending services; financing of loans; arranging and provision of loans; financing services, namely, cash flow services whereby cash is provided to consumers in exchange for ownership of or a security interest in lottery prizes, structured settlements, and deferred payment obligations; consumer lending services, namely, providing loans whereby lottery prize, structured settlement, and deferred payments are used as loan collateral
Disclaimer with Predetermined Text"ADVISOR"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 9, 2021
Primary Code036
First Use Anywhere DateThursday, June 24, 2021
First Use In Commerce DateThursday, June 24, 2021

Trademark Owner History


Party NameAXOS BANK
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressSAN DIEGO, CA 92122

Party NameAXOS BANK
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressSAN DIEGO, CA 92122

Party NameAXOS BANK
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressSAN DIEGO, CA 92122

Trademark Events


Event DateEvent Description
Thursday, October 19, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, October 19, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 19, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 19, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 19, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, October 19, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 1, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 1, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, June 27, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Saturday, June 24, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, May 10, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, May 9, 2023STATEMENT OF USE PROCESSING COMPLETE
Wednesday, May 3, 2023USE AMENDMENT FILED
Tuesday, May 9, 2023SOU EXTENSION 2 GRANTED
Wednesday, May 3, 2023SOU EXTENSION 2 FILED
Monday, May 8, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, May 3, 2023SOU TEAS EXTENSION RECEIVED
Wednesday, May 3, 2023TEAS STATEMENT OF USE RECEIVED
Saturday, November 5, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, November 3, 2022SOU EXTENSION 1 GRANTED
Thursday, November 3, 2022SOU EXTENSION 1 FILED
Thursday, November 3, 2022SOU TEAS EXTENSION RECEIVED
Tuesday, May 3, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 8, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 8, 2022PUBLISHED FOR OPPOSITION
Wednesday, February 16, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, February 3, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 2, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 1, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 1, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, February 1, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, February 1, 2022NON-FINAL ACTION E-MAILED
Tuesday, February 1, 2022NON-FINAL ACTION WRITTEN
Thursday, January 27, 2022ASSIGNED TO EXAMINER
Tuesday, November 9, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 1, 2021NEW APPLICATION ENTERED