| Serial Number | 78458411 |
| Word Mark | CLIENT360 |
| Filing Date | Wednesday, July 28, 2004 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, August 22, 2016 |
| Registration Number | 3099175 |
| Registration Date | Tuesday, May 30, 2006 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 1, 2005 |
| Goods and Services | PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS |
| Goods and Services | PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION |
| Pseudo Mark | CLIENT 360 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 9, 2004 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 2, 2004 |
| First Use In Commerce Date | Monday, August 2, 2004 |
| 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 | 6 - Active |
| Class Status Date | Friday, August 26, 2005 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, August 2, 2004 |
| First Use In Commerce Date | Monday, August 2, 2004 |
| Party Name | ADVISOR360, LLC |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WESTON, MA 02493 |
| Party Name | Commonwealth Equity Services, Inc. |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Waltham, MA 02453 |
| Party Name | Commonwealth Equity Services, LLP |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 99 - Other |
| Address | Waltham, MA 02453 |
| Party Name | Commonwealth Equity Services, LLP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Waltham, MA 02154 |
| Party Name | Commonwealth Equity Services, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Waltham, MA 02154 |
| Party Name | Commonwealth Equity Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Waltham, MA 02154 |
| Event Date | Event Description |
| Wednesday, September 25, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, August 22, 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED |
| Monday, August 22, 2016 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, August 22, 2016 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, August 22, 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 31, 2016 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, May 31, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 8, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
| Wednesday, May 8, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, May 30, 2012 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Thursday, May 2, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, December 19, 2012 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, December 17, 2012 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Monday, June 18, 2012 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Thursday, June 7, 2012 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 30, 2012 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, May 30, 2006 | REGISTERED-PRINCIPAL REGISTER |
| Friday, April 14, 2006 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, April 7, 2006 | ASSIGNED TO LIE |
| Tuesday, April 4, 2006 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, March 4, 2006 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, February 17, 2006 | USE AMENDMENT FILED |
| Friday, February 17, 2006 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 24, 2006 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 1, 2005 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 12, 2005 | NOTICE OF PUBLICATION |
| Thursday, September 8, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, September 2, 2005 | ASSIGNED TO LIE |
| Monday, August 29, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, August 26, 2005 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 19, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 19, 2005 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 17, 2005 | NON-FINAL ACTION MAILED |
| Thursday, March 17, 2005 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 2, 2005 | ASSIGNED TO EXAMINER |
| Monday, August 9, 2004 | NEW APPLICATION ENTERED IN TRAM |