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 87977774. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, April 25, 2025. This trademark is owned by Adorant Group LLC. The CLIENT-DRIVEN, ADVISOR-GUIDED trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap services, namely, financial planning; financial services, namely, wealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial services, namely, wealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance
client-driven, advisor-guided

General Information

Serial Number87977774
Word MarkCLIENT-DRIVEN, ADVISOR-GUIDED
Filing DateFriday, May 5, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, April 25, 2025
Registration Number5515655
Registration DateTuesday, July 10, 2018
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 advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap services, namely, financial planning; financial services, namely, wealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial services, namely, wealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 11, 2017
Primary Code036
First Use Anywhere DateFriday, June 30, 2017
First Use In Commerce DateFriday, June 30, 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
Friday, August 25, 2017PREVIOUS ALLOWANCE COUNT WITHDRAWN
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
Monday, August 28, 2017EXAMINERS AMENDMENT -WRITTEN
Monday, August 28, 2017EXAMINER'S AMENDMENT ENTERED
Monday, August 28, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, August 28, 2017EXAMINERS AMENDMENT E-MAILED
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, 2018TEAS STATEMENT OF USE RECEIVED
Thursday, May 24, 2018SOU TEAS EXTENSION RECEIVED
Thursday, May 24, 2018TEAS REQUEST TO DIVIDE RECEIVED
Thursday, May 24, 2018DIVISIONAL REQUEST RECEIVED
Thursday, May 24, 2018SOU EXTENSION 1 FILED
Thursday, May 24, 2018USE AMENDMENT FILED
Tuesday, June 5, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, June 7, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
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
Tuesday, June 5, 2018DIVISIONAL PROCESSING COMPLETE
Tuesday, June 5, 2018SOU EXTENSION 1 GRANTED
Tuesday, June 5, 2018STATEMENT OF USE PROCESSING COMPLETE
Wednesday, June 6, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, June 8, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 10, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, May 19, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
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
Friday, May 28, 2021WITHDRAWAL OF ATTORNEY GRANTED
Thursday, January 9, 2025TEAS SECTION 8 & 15 RECEIVED
Monday, July 10, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, April 25, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 25, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, April 25, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

guided advisor driven client financial services field network computer provided global technology management advisory