| Serial Number | 79275451 |
| Word Mark | PHI-A |
| Filing Date | Tuesday, November 5, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 6, 2020 |
| Registration Number | 6166365 |
| Registration Date | Tuesday, October 6, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 21, 2020 |
| Goods and Services | Downloadable mobile applications in the fields of asset management, financial analysis and investment for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment |
| Goods and Services | Analysis of financial data; providing advice in financing, investment, and financial asset management; capital investment, financing and financial asset management services; financial risk assessment services and financial risk management services; conducting of financial affairs on-line, namely providing an on-line searchable database featuring financial information and financial advice for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; none of foregoing services in connection with debt collection |
| Goods and Services | Software as a service (SaaS) in the fields of asset management, financial analysis and investment featuring software services for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; platform as a service (PaaS) in the fields of asset management, financial analysis and investment featuring computer software platforms for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; design, development, maintenance and updating of online websites, Internet website portals and online web hosting platforms, all for third parties and in the fields of asset management, financial analysis and investment; analysis of technical data in the fields of financial management; algorithm software development in the fields of asset management, financial analysis and investment |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 10, 2020 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, January 10, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 10, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | PHIADVISOR |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 34 - NOT AVAILABLE |
| Address | FR |
| Party Name | PHIADVISOR |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 34 - NOT AVAILABLE |
| Address | FR |
| Party Name | 1,618 ADVISORS |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 34 - NOT AVAILABLE |
| Address | FR |
| Event Date | Event Description |
| Tuesday, January 14, 2020 | APPLICATION FILING RECEIPT MAILED |
| Thursday, January 2, 2020 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Thursday, January 9, 2020 | LIMITATION FROM ORIGINAL APPLICATION ENTERED |
| Friday, January 10, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 8, 2020 | ASSIGNED TO EXAMINER |
| Monday, May 18, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, February 14, 2020 | NON-FINAL ACTION WRITTEN |
| Saturday, February 15, 2020 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Saturday, March 7, 2020 | REFUSAL PROCESSED BY MPU |
| Saturday, March 7, 2020 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Friday, March 27, 2020 | REFUSAL PROCESSED BY IB |
| Monday, May 18, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, May 18, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 18, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 18, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 19, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 20, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 1, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, July 15, 2020 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, July 15, 2020 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Tuesday, July 21, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 21, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, July 31, 2020 | NOTIFICATION PROCESSED BY IB |
| Tuesday, May 19, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 15, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, October 6, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 6, 2021 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Saturday, January 23, 2021 | FINAL DISPOSITION NOTICE SENT TO IB |
| Sunday, February 14, 2021 | FINAL DECISION TRANSACTION PROCESSED BY IB |
| Monday, October 6, 2025 | COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED |
| Saturday, July 2, 2022 | NEW REPRESENTATIVE AT IB RECEIVED |
| Friday, September 4, 2020 | CHANGE OF NAME/ADDRESS REC'D FROM IB |
| Saturday, January 23, 2021 | FINAL DISPOSITION PROCESSED |