PLATFORM ADVISORS Trademark

Trademark Overview


On Tuesday, November 15, 2022, a trademark application was filed for PLATFORM ADVISORS with the United States Patent and Trademark Office. The USPTO has given the PLATFORM ADVISORS trademark a serial number of 97678672. The federal status of this trademark filing is THIRD EXTENSION - GRANTED as of Friday, June 13, 2025. This trademark is owned by PT&C Group, LLC. The PLATFORM ADVISORS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:

Financial advice and consultancy services; Financial management; Financial services, namely, wealth management services for individuals; Financial planning and investment advisory services for individuals and small businesses; Estate planning; ; Business consulting pertaining to business sales, mergers, acquisitions and business valuations

Accounting services; Bookkeeping; Tax and taxation planning, advice, information and consultancy services; Business consultation services; Financial statement preparation and auditing; Financial statement attestation services in the nature of preparing reports regarding review of financial or business documents, policies or procedures; Business valuations and appraisals

Representation of clients in tax matters before tax authorities
platform advisors

General Information


Serial Number97678672
Word MarkPLATFORM ADVISORS
Filing DateTuesday, November 15, 2022
Status732 - THIRD EXTENSION - GRANTED
Status DateFriday, June 13, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 17, 2023

Trademark Statements


Goods and ServicesFinancial advice and consultancy services; Financial management; Financial services, namely, wealth management services for individuals; Financial planning and investment advisory services for individuals and small businesses; Estate planning; ; Business consulting pertaining to business sales, mergers, acquisitions and business valuations
Goods and ServicesAccounting services; Bookkeeping; Tax and taxation planning, advice, information and consultancy services; Business consultation services; Financial statement preparation and auditing; Financial statement attestation services in the nature of preparing reports regarding review of financial or business documents, policies or procedures; Business valuations and appraisals
Goods and ServicesRepresentation of clients in tax matters before tax authorities
NOT AVAILABLE"ADVISORS"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 18, 2022
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 18, 2022
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, November 18, 2022
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NamePT&C Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHolladay, UT 84121

Party NamePT&C Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHolladay, UT 84121

Trademark Events


Event DateEvent Description
Tuesday, August 29, 2023NON-FINAL ACTION E-MAILED
Friday, November 18, 2022NEW APPLICATION ENTERED
Friday, November 18, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 28, 2023ASSIGNED TO EXAMINER
Tuesday, August 29, 2023NON-FINAL ACTION WRITTEN
Tuesday, August 29, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 11, 2023EXAMINERS AMENDMENT -WRITTEN
Monday, September 11, 2023EXAMINERS AMENDMENT E-MAILED
Monday, September 11, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, September 11, 2023EXAMINER'S AMENDMENT ENTERED
Monday, September 11, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, October 17, 2023PUBLISHED FOR OPPOSITION
Wednesday, September 27, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 17, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 28, 2024SOU TEAS EXTENSION RECEIVED
Wednesday, May 29, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, May 29, 2024SOU EXTENSION 1 FILED
Wednesday, May 29, 2024SOU EXTENSION 1 GRANTED
Thursday, December 12, 2024SOU EXTENSION 2 FILED
Tuesday, December 12, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, December 12, 2024SOU TEAS EXTENSION RECEIVED
Friday, March 28, 2025SOU EXTENSION 2 GRANTED
Friday, March 28, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, March 29, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, June 12, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 12, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 12, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, June 12, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 12, 2025SOU TEAS EXTENSION RECEIVED
Wednesday, June 11, 2025SOU EXTENSION 3 FILED
Friday, June 13, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, June 13, 2025SOU EXTENSION 3 GRANTED