CLIENT-DRIVEN, ADVISOR-GUIDED Trademark

Trademark Overview

On Friday, May 5, 2017, a trademark application was filed for CLIENT-DRIVEN, ADVISOR-GUIDED with the United States Patent and Trademark Office. The USPTO has given the CLIENT-DRIVEN, ADVISOR-GUIDED trademark a serial number of 87438996. The federal status of this trademark filing is REGISTERED as of Tuesday, June 18, 2019. This trademark is owned by Adorant Group LLC. The CLIENT-DRIVEN, ADVISOR-GUIDED trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Education & Entertainment Services categories with the following description:

Financial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith

software for financial planning and investment, wealth management and financial asset management
client-driven, advisor-guided

General Information

Serial Number87438996
Word MarkCLIENT-DRIVEN, ADVISOR-GUIDED
Filing DateFriday, May 5, 2017
Status700 - REGISTERED
Status DateTuesday, June 18, 2019
Registration Number5782254
Registration DateTuesday, June 18, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 10, 2017

Trademark Statements

Goods and ServicesFinancial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith
Goods and Servicessoftware for financial planning and investment, wealth management and financial asset management

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, May 11, 2017
Primary Code009
First Use Anywhere DateFriday, May 5, 2017
First Use In Commerce DateFriday, May 5, 2017
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, May 11, 2017
Primary Code041
First Use Anywhere DateFriday, May 5, 2017
First Use In Commerce DateFriday, May 5, 2017

Trademark Owner History

Party NameAdorant Group LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606
Party NameAdorant Group LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606
Party NameAdorant Group LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Trademark Events

Event DateEvent Description
Monday, August 28, 2017EXAMINERS AMENDMENT -WRITTEN
Monday, August 28, 2017EXAMINERS AMENDMENT E-MAILED
Monday, August 28, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, August 28, 2017EXAMINER'S AMENDMENT ENTERED
Tuesday, May 9, 2017NEW APPLICATION ENTERED
Thursday, May 11, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 2, 2017ASSIGNED TO EXAMINER
Friday, August 4, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 22, 2017WITHDRAWN FROM PUB - OG REVIEW QUERY
Friday, August 25, 2017PREVIOUS ALLOWANCE COUNT WITHDRAWN
Thursday, May 24, 2018DIVISIONAL REQUEST RECEIVED
Monday, August 28, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 20, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 10, 2017PUBLISHED FOR OPPOSITION
Tuesday, October 10, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 5, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, May 24, 2018SOU TEAS EXTENSION RECEIVED
Thursday, May 24, 2018TEAS REQUEST TO DIVIDE RECEIVED
Tuesday, June 5, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, June 5, 2018DIVISIONAL PROCESSING COMPLETE
Friday, November 30, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, May 24, 2018SOU EXTENSION 1 FILED
Tuesday, June 5, 2018SOU EXTENSION 1 GRANTED
Wednesday, June 6, 2018CORRECTED NOA E-MAILED
Wednesday, June 6, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 28, 2018SOU TEAS EXTENSION RECEIVED
Wednesday, November 28, 2018SOU EXTENSION 2 FILED
Wednesday, November 28, 2018SOU EXTENSION 2 GRANTED
Wednesday, April 17, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, May 14, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 18, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, May 19, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, May 19, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 19, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 17, 2019SOU TEAS EXTENSION RECEIVED
Wednesday, April 17, 2019SOU EXTENSION 3 FILED
Monday, April 22, 2019STATEMENT OF USE PROCESSING COMPLETE
Wednesday, April 17, 2019USE AMENDMENT FILED
Monday, April 22, 2019SOU EXTENSION 3 GRANTED
Tuesday, April 23, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Saturday, May 11, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, May 19, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, May 28, 2021WITHDRAWAL OF ATTORNEY GRANTED
Wednesday, May 19, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, May 19, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, May 28, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Tuesday, June 18, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

guided advisor driven client financial management connection material distribution therewith course software asset wealth