INVISTA ADVISORS Trademark

Trademark Overview


On Wednesday, October 9, 2019, a trademark application was filed for INVISTA ADVISORS with the United States Patent and Trademark Office. The USPTO has given the INVISTA ADVISORS trademark a serial number of 88647408. The federal status of this trademark filing is REGISTERED as of Tuesday, August 1, 2023. This trademark is owned by McDonald Financial Services. The INVISTA ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice and consultancy services; Financial services, namely, investment advice, investment management; Investment management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; all of the foregoing services excluding financial services relating to public and private equity investments and credit and debt investments
invista advisors

General Information


Serial Number88647408
Word MarkINVISTA ADVISORS
Filing DateWednesday, October 9, 2019
Status700 - REGISTERED
Status DateTuesday, August 1, 2023
Registration Number7127527
Registration DateTuesday, August 1, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 27, 2022

Trademark Statements


Goods and ServicesFinancial advice and consultancy services; Financial services, namely, investment advice, investment management; Investment management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; all of the foregoing services excluding financial services relating to public and private equity investments and credit and debt investments
Disclaimer with Predetermined Text"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, October 15, 2019
Primary Code036
First Use Anywhere DateMonday, March 1, 2021
First Use In Commerce DateMonday, March 1, 2021

Trademark Owner History


Party NameMcDonald Financial Services
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMontgomery, AL 36117

Party NameMcDonald Financial Services
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMontgomery, AL 36117

Party NameMcDonald Financial Services
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMontgomery, AL 36117

Trademark Events


Event DateEvent Description
Tuesday, August 1, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 1, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, June 27, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, June 26, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, June 23, 2023ASSIGNED TO EXAMINER
Friday, June 16, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, June 15, 2023STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 23, 2023USE AMENDMENT FILED
Thursday, June 15, 2023SOU EXTENSION 1 GRANTED
Monday, May 22, 2023SOU EXTENSION 1 FILED
Thursday, June 15, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, May 23, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, May 23, 2023NOTICE OF REVIVAL - E-MAILED
Tuesday, May 23, 2023EXTENSION RECEIVED WITH TEAS PETITION
Tuesday, May 23, 2023PETITION TO REVIVE-GRANTED
Tuesday, May 23, 2023TEAS PETITION TO REVIVE RECEIVED
Tuesday, November 22, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 27, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 27, 2022PUBLISHED FOR OPPOSITION
Wednesday, September 7, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, August 22, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 22, 2022REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, August 19, 2021REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, February 19, 2021REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, August 19, 2020NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, August 19, 2020LETTER OF SUSPENSION E-MAILED
Wednesday, August 19, 2020SUSPENSION LETTER WRITTEN
Wednesday, August 12, 2020ASSIGNED TO EXAMINER
Tuesday, August 4, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, August 3, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 3, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 22, 2020ASSIGNED TO EXAMINER
Saturday, February 1, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, February 1, 2020NON-FINAL ACTION E-MAILED
Saturday, February 1, 2020NON-FINAL ACTION WRITTEN
Tuesday, January 14, 2020ASSIGNED TO EXAMINER
Tuesday, October 15, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, October 12, 2019NEW APPLICATION ENTERED