CLEVER ADVISOR Trademark

Trademark Overview


On Friday, September 18, 2020, a trademark application was filed for CLEVER ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CLEVER ADVISOR trademark a serial number of 90192529. The federal status of this trademark filing is REGISTERED as of Tuesday, March 7, 2023. This trademark is owned by 4J Technologies, Inc.. The CLEVER ADVISOR trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software-as-a-service (SAAS) services, namely, software for use in the field of charitable giving, financial planning, wealth management, and asset distribution; software-as-a-service (SAAS) services, namely, software for use in banking and payment transactions; software-as-a-service (SAAS) services, namely, software that establishes financial, accounting, legal, insurance, and medical action based upon individual and family life events; software-as-a-service (SAAS) services, namely, software for use by financial custodians and professional advisors for charitable giving, financial planning, wealth management, and asset distribution; software-as-a-service (SAAS) services, namely, software used for the secure storage of financial, banking, accounting, legal, insurance, medical, personal and business records
clever advisor

General Information


Serial Number90192529
Word MarkCLEVER ADVISOR
Filing DateFriday, September 18, 2020
Status700 - REGISTERED
Status DateTuesday, March 7, 2023
Registration Number6997197
Registration DateTuesday, March 7, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 27, 2021

Trademark Statements


Disclaimer with Predetermined Text"ADVISOR"
Goods and ServicesSoftware-as-a-service (SAAS) services, namely, software for use in the field of charitable giving, financial planning, wealth management, and asset distribution; software-as-a-service (SAAS) services, namely, software for use in banking and payment transactions; software-as-a-service (SAAS) services, namely, software that establishes financial, accounting, legal, insurance, and medical action based upon individual and family life events; software-as-a-service (SAAS) services, namely, software for use by financial custodians and professional advisors for charitable giving, financial planning, wealth management, and asset distribution; software-as-a-service (SAAS) services, namely, software used for the secure storage of financial, banking, accounting, legal, insurance, medical, personal and business records

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 DateWednesday, October 28, 2020
Primary Code042
First Use Anywhere DateWednesday, November 30, 2022
First Use In Commerce DateWednesday, November 30, 2022

Trademark Owner History


Party Name4J Technologies, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCaseyville, IL 62232

Party Name4J Technologies, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCaseyville, IL 62232

Party Name4J Technologies, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCaseyville, IL 62232

Trademark Events


Event DateEvent Description
Tuesday, March 7, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, March 7, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, January 31, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, January 30, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, January 6, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, January 5, 2023STATEMENT OF USE PROCESSING COMPLETE
Wednesday, December 7, 2022USE AMENDMENT FILED
Thursday, January 5, 2023SOU EXTENSION 3 GRANTED
Wednesday, December 7, 2022SOU EXTENSION 3 FILED
Wednesday, December 21, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 7, 2022TEAS EXTENSION RECEIVED
Wednesday, December 7, 2022TEAS STATEMENT OF USE RECEIVED
Saturday, June 18, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, June 16, 2022SOU EXTENSION 2 GRANTED
Thursday, June 16, 2022SOU EXTENSION 2 FILED
Thursday, June 16, 2022TEAS EXTENSION RECEIVED
Friday, November 19, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 17, 2021SOU EXTENSION 1 GRANTED
Wednesday, November 17, 2021SOU EXTENSION 1 FILED
Wednesday, November 17, 2021TEAS EXTENSION RECEIVED
Tuesday, June 22, 2021NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 27, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 27, 2021PUBLISHED FOR OPPOSITION
Wednesday, April 7, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, March 22, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 22, 2021EXAMINER'S AMENDMENT ENTERED
Monday, March 22, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, March 22, 2021EXAMINERS AMENDMENT E-MAILED
Monday, March 22, 2021EXAMINERS AMENDMENT -WRITTEN
Saturday, March 20, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, March 20, 2021NON-FINAL ACTION E-MAILED
Saturday, March 20, 2021NON-FINAL ACTION WRITTEN
Tuesday, February 23, 2021PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, February 16, 2021WITHDRAWN FROM PUB - OG REVIEW QUERY
Thursday, February 4, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, February 4, 2021EXAMINER'S AMENDMENT ENTERED
Thursday, February 4, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 4, 2021EXAMINERS AMENDMENT E-MAILED
Thursday, February 4, 2021EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 2, 2021ASSIGNED TO EXAMINER
Wednesday, October 28, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 22, 2020NEW APPLICATION ENTERED