EXPERT ADVISORY PROCESS Trademark
Trademark Overview
On Tuesday, December 17, 2019, a trademark application was filed for EXPERT ADVISORY PROCESS with the United States Patent and Trademark Office. The USPTO has given the EXPERT ADVISORY PROCESS trademark a serial number of 88730314. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Wednesday, September 24, 2025. This trademark is owned by Financial Alternatives, Inc.. The EXPERT ADVISORY PROCESS trademark is filed in the Insurance & Financial Services category with the following description:
Financial Counseling, Investment Management and Financial Planning Services
General Information
| Serial Number | 88730314 |
| Word Mark | EXPERT ADVISORY PROCESS |
| Filing Date | Tuesday, December 17, 2019 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Wednesday, September 24, 2025 |
| Registration Number | 6066190 |
| Registration Date | Tuesday, May 26, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial Counseling, Investment Management and Financial Planning Services |
Classification Information
| 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 | Friday, December 20, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 1, 2019 |
| First Use In Commerce Date | Saturday, June 1, 2019 |
Trademark Owner History
| Party Name | Financial Alternatives, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | La Jolla, CA 92037 |
| Party Name | Financial Alternatives, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | La Jolla, CA 92037 |
Trademark Events
| Event Date | Event Description |
| Friday, December 20, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 16, 2020 | ASSIGNED TO EXAMINER |
| Sunday, March 29, 2020 | NON-FINAL ACTION WRITTEN |
| Sunday, March 29, 2020 | NON-FINAL ACTION E-MAILED |
| Sunday, March 29, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 31, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 31, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 1, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, April 2, 2020 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, April 17, 2020 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, June 3, 2025 | TEAS SECTION 8 RECEIVED |
| Monday, September 22, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, September 24, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, September 24, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Friday, April 10, 2020 | ASSIGNED TO LIE |
| Tuesday, May 26, 2020 | REGISTERED-SUPPLEMENTAL REGISTER |
| Monday, May 26, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
