FINANCIAL ADVISOR MANAGED SOLUTIONS Trademark

Trademark Overview


On Monday, July 24, 2023, a trademark application was filed for FINANCIAL ADVISOR MANAGED SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL ADVISOR MANAGED SOLUTIONS trademark a serial number of 98098422. The federal status of this trademark filing is REGISTERED as of Tuesday, August 20, 2024. This trademark is owned by Edward D. Jones & Co., L.P.. The FINANCIAL ADVISOR MANAGED SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:

Securities brokerage; financial planning and investment advisory services
financial advisor managed solutions

General Information


Serial Number98098422
Word MarkFINANCIAL ADVISOR MANAGED SOLUTIONS
Filing DateMonday, July 24, 2023
Status700 - REGISTERED
Status DateTuesday, August 20, 2024
Registration Number7483568
Registration DateTuesday, August 20, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesSecurities brokerage; financial planning and investment advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 22, 2023
Primary Code036
First Use Anywhere DateFriday, May 31, 2024
First Use In Commerce DateFriday, May 31, 2024

Trademark Owner History


Party NameEdward D. Jones & Co., L.P.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressSt. Louis, MO 63131

Party NameEdward D. Jones & Co., L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressSt. Louis, MO 63131

Trademark Events


Event DateEvent Description
Thursday, July 27, 2023NEW APPLICATION ENTERED
Tuesday, August 22, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 14, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, March 21, 2024ASSIGNED TO EXAMINER
Thursday, March 28, 2024NON-FINAL ACTION WRITTEN
Thursday, March 28, 2024NON-FINAL ACTION E-MAILED
Thursday, March 28, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 14, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, June 20, 2024TEAS AMENDMENT OF USE RECEIVED
Thursday, June 20, 2024USE AMENDMENT FILED
Thursday, June 20, 2024AMENDMENT TO USE PROCESSING COMPLETE
Thursday, July 11, 2024USE AMENDMENT ACCEPTED
Wednesday, July 17, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 17, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 17, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, August 20, 2024REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, August 20, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Thursday, July 18, 2024APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER