| Serial Number | 88062886 |
| Word Mark | CHALICE ADVISOR EXCHANGE |
| Filing Date | Thursday, August 2, 2018 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 31, 2025 |
| Registration Number | 5725875 |
| Registration Date | Tuesday, April 16, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 29, 2019 |
| NOT AVAILABLE | "ADVISOR EXCHANGE" |
| Goods and Services | Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts |
| 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, October 31, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, June 15, 2018 |
| First Use In Commerce Date | Friday, June 15, 2018 |
| Party Name | Chalice Wealth Partners LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92127 |
| Party Name | Chalice Wealth Partners LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92127 |
| Party Name | Chalice Wealth Partners LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92127 |
| Event Date | Event Description |
| Monday, August 6, 2018 | NEW APPLICATION ENTERED |
| Wednesday, August 8, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 20, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, November 28, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 28, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 28, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 28, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 28, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, December 17, 2018 | ASSIGNED TO LIE |
| Wednesday, January 9, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 29, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 29, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 16, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 20, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 20, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 1, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, October 1, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 1, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, April 16, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, October 31, 2025 | CANCELLED SEC. 8 (6-YR) |