FULCRUM ADVISORS Trademark
Trademark Overview
On Saturday, December 4, 2021, a trademark application was filed for FULCRUM ADVISORS with the United States Patent and Trademark Office. The USPTO has given the FULCRUM ADVISORS trademark a serial number of 97156322. The federal status of this trademark filing is REGISTERED as of Tuesday, May 23, 2023. This trademark is owned by Fulcrum Advisors LLC. The FULCRUM ADVISORS trademark is filed in the Advertising, Business and Retail Services category with the following description:
Business strategy consulting and business advisory services provided to asset management firms and asset management executives, namely, consulting and advising on growth strategies, business initiatives, and project management, all in the field of financial asset management
General Information
| Serial Number | 97156322 |
| Word Mark | FULCRUM ADVISORS |
| Filing Date | Saturday, December 4, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 23, 2023 |
| Registration Number | 7058824 |
| Registration Date | Tuesday, May 23, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 7, 2023 |
Trademark Statements
| Description of Mark | The mark consists of the wording FULCRUM ADVISORS where the term ADVISORS appears in blue directly below the term FULCRUM which appears in a darker shade of blue. To the left of the wording is an image of the upper left corner of a square appearing in dark blue that is outlined by another corner that fades from dark blue to a lighter blue. |
| Indication of Colors claimed | The color(s) blue is/are claimed as a feature of the mark. |
| Goods and Services | Business strategy consulting and business advisory services provided to asset management firms and asset management executives, namely, consulting and advising on growth strategies, business initiatives, and project management, all in the field of financial asset management |
| Disclaimer with Predetermined Text | "ADVISORS" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 8, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, August 9, 2021 |
| First Use In Commerce Date | Monday, August 9, 2021 |
Trademark Owner History
| Party Name | Fulcrum Advisors LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02019 |
| Party Name | Fulcrum Advisors LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02019 |
| Party Name | Fulcrum Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02019 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 23, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 23, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 7, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 7, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 15, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, January 27, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, October 4, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, October 4, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 4, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 4, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 4, 2022 | NON-FINAL ACTION E-MAILED |
| Monday, April 4, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 23, 2022 | ASSIGNED TO EXAMINER |
| Thursday, December 9, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, December 8, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 8, 2021 | NEW APPLICATION ENTERED |
