| Serial Number | 79275453 |
| Word Mark | PHIADVISOR |
| Filing Date | Tuesday, November 5, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 27, 2020 |
| Registration Number | 6182149 |
| Registration Date | Tuesday, October 27, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 11, 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 |
| Pseudo Mark | PHIAD VISOR |
| 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 | Collection and compilation of information into computer databases, business information management, and data processing services, all in the fields of asset management, financial analysis and investment; updating and maintenance of data in computer databases in the fields of asset management, financial analysis and investment; arranging subscriptions to telecommunications services featuring databases in the fields of asset management, financial analysis and investment |
| Goods and Services | Software as a service (SaaS) services featuring software for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment, all in the fields of asset management, financial analysis and investment; platform as a service (PaaS) services 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, all in the fields of asset management, financial analysis and 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 | Wednesday, January 8, 2020 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, January 8, 2020 |
| Primary Code | 035 |
| 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 | Wednesday, January 8, 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 | Wednesday, January 8, 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 | 99 - Other |
| Address | FR |
| Party Name | PHIADVISOR |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | FR |
| Party Name | 1,618 ADVISORS |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | FR |
| Event Date | Event Description |
| Saturday, July 2, 2022 | NEW REPRESENTATIVE AT IB RECEIVED |
| Sunday, March 7, 2021 | FINAL DECISION TRANSACTION PROCESSED BY IB |
| Friday, February 12, 2021 | FINAL DISPOSITION NOTICE SENT TO IB |
| Thursday, February 11, 2021 | FINAL DISPOSITION PROCESSED |
| Wednesday, January 27, 2021 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Tuesday, October 27, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Friday, September 4, 2020 | CHANGE OF NAME/ADDRESS REC'D FROM IB |
| Tuesday, August 11, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 11, 2020 | PUBLISHED FOR OPPOSITION |
| Friday, August 7, 2020 | NOTIFICATION PROCESSED BY IB |
| Wednesday, July 22, 2020 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Wednesday, July 22, 2020 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, July 22, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 7, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, June 4, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, June 4, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 4, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 4, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 20, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 19, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 19, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 18, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, May 18, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 18, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 18, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 18, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, March 27, 2020 | REFUSAL PROCESSED BY IB |
| Saturday, March 7, 2020 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Saturday, March 7, 2020 | REFUSAL PROCESSED BY MPU |
| Saturday, February 15, 2020 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Friday, February 14, 2020 | NON-FINAL ACTION WRITTEN |
| Saturday, February 8, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, January 14, 2020 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, January 8, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, January 2, 2020 | SN ASSIGNED FOR SECT 66A APPL FROM IB |