CONCURRENT ADVISORS Trademark

Trademark Overview

On Tuesday, June 6, 2017, a trademark application was filed for CONCURRENT ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CONCURRENT ADVISORS trademark a serial number of 87477753. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, February 19, 2025. This trademark is owned by Next Tier Partners, LLC. The CONCURRENT ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; financial planning and investment advisory services; financial services, namely, wealth management services; strategic financial advisory services
concurrent advisors

General Information

Serial Number87477753
Word MarkCONCURRENT ADVISORS
Filing DateTuesday, June 6, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, February 19, 2025
Registration Number5562089
Registration DateTuesday, September 11, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 31, 2017

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services; financial planning and investment advisory services; financial services, namely, wealth management services; strategic financial advisory services
NOT AVAILABLE"ADVISORS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 13, 2017
Primary Code036
First Use Anywhere DateSaturday, July 1, 2017
First Use In Commerce DateSaturday, July 1, 2017

Trademark Owner History

Party NameCONCURRENT INVESTMENT ADVISORS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressTAMPA, FL 33602
Party NameCONCURRENT ADVISORS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSAN DIEGO, CA 92130
Party NameCONCURRENT ADVISORS, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressSAN DIEGO, CA 92130
Party NameNext Tier Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressTampa, FL 33607
Party NameNext Tier Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTampa, FL 33607

Trademark Events

Event DateEvent Description
Friday, September 8, 2017EXAMINERS AMENDMENT -WRITTEN
Friday, September 8, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, June 9, 2017NEW APPLICATION ENTERED
Tuesday, June 13, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 5, 2017ASSIGNED TO EXAMINER
Friday, September 8, 2017EXAMINERS AMENDMENT E-MAILED
Friday, September 8, 2017EXAMINER'S AMENDMENT ENTERED
Monday, June 18, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 8, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, September 25, 2017ASSIGNED TO LIE
Thursday, September 28, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 11, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 31, 2017PUBLISHED FOR OPPOSITION
Tuesday, October 31, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 26, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, June 18, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 10, 2024TEAS SECTION 8 & 15 RECEIVED
Friday, June 22, 2018TEAS STATEMENT OF USE RECEIVED
Friday, June 22, 2018USE AMENDMENT FILED
Wednesday, July 4, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 17, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, July 17, 2018STATEMENT OF USE PROCESSING COMPLETE
Saturday, August 4, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, August 7, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, September 11, 2018REGISTERED-PRINCIPAL REGISTER
Monday, September 11, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, May 21, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, February 19, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, January 28, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 19, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Related Keywords

advisors concurrent services financial advisory management strategic wealth planning consultancy investment namely