PHASEFORWARD ADVISORS Trademark
Trademark Overview
On Monday, August 18, 2025, a trademark application was filed for PHASEFORWARD ADVISORS with the United States Patent and Trademark Office. The USPTO has given the PHASEFORWARD ADVISORS trademark a serial number of 99344258. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, January 6, 2026. This trademark is owned by PhaseForward Advisors. The PHASEFORWARD ADVISORS trademark is filed in the Advertising, Business and Retail Services category with the following description:
Business advisory services; Tax consultation; Tax preparation; Tax planning; Tax advisory services; Business appraisals; Business consultancy; Business consultation; Accounting services for mergers and acquisitions; Business merger consultation; Acquisition and merger consultation; Business acquisition and merger consultation; Media buying advice, namely, advising the client how much media time, and at what times the client should be purchasing advertising; Media planning, namely, advising the client on the correct times and stations to advertise based on media analysis of the market for that media; Marketing consulting; Professional business consulting; Business organization consulting; Business management consulting; Business organisation consulting; Personnel management consulting; Direct marketing consulting services; Brand imagery consulting services; Business marketing consulting services; Digital marketing services; Consulting services in the field of digital marketing; Developm...

General Information
| Serial Number | 99344258 |
| Word Mark | PHASEFORWARD ADVISORS |
| Filing Date | Monday, August 18, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, January 6, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| 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 | Business advisory services; Tax consultation; Tax preparation; Tax planning; Tax advisory services; Business appraisals; Business consultancy; Business consultation; Accounting services for mergers and acquisitions; Business merger consultation; Acquisition and merger consultation; Business acquisition and merger consultation; Media buying advice, namely, advising the client how much media time, and at what times the client should be purchasing advertising; Media planning, namely, advising the client on the correct times and stations to advertise based on media analysis of the market for that media; Marketing consulting; Professional business consulting; Business organization consulting; Business management consulting; Business organisation consulting; Personnel management consulting; Direct marketing consulting services; Brand imagery consulting services; Business marketing consulting services; Digital marketing services; Consulting services in the field of digital marketing; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, online community building and digital word of mouth communications; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Online retail store services featuring crypto collectibles in the nature of downloadable image files of art authenticated by non-fungible tokens (NFTs); Online retail store services featuring crypto collectibles in the nature of downloadable image files of ART authenticated by non-fungible tokens (NFTs); Business acquisitions consultation; Business advice relating to acquisitions; Consultation in the field of business acquisitions |
| Pseudo Mark | PHASE FORWARD 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 | Monday, August 18, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | PhaseForward Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Encinitas, CA 92023 |
Trademark Events
| Event Date | Event Description |
| Monday, August 18, 2025 | NEW APPLICATION ENTERED |
| Monday, August 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, August 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 6, 2026 | ASSIGNED TO EXAMINER |