PLATFORMLESS ADVISOR Trademark

Trademark Overview


On Friday, November 8, 2019, a trademark application was filed for PLATFORMLESS ADVISOR with the United States Patent and Trademark Office. The USPTO has given the PLATFORMLESS ADVISOR trademark a serial number of 88685419. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, January 18, 2021. This trademark is owned by Thomas J. Anderson Enterprises, LLC. The PLATFORMLESS ADVISOR trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable computer software for disseminating advertising and promotional matter for the goods and services of others based on the consumer's personal financial situation, particularly, balance sheet, income statement and credit score; Downloadable computer software for use in the financial services industry to enable communication between consumers and their advisors regarding financial asset and personal debt management; Downloadable computer software for facilitating secure collaboration on shared documents across a group of professionals and advisors; Downloadable computer software for anonymizing user data to enable the sharing of personal information in a secure medium; Downloadable computer software for connecting consumers to a marketplace of advisors, products and service providers, all in the field of finance; Downloadable computer software for providing mortgage information, analysis, and advice in the fields of mortgage lending, home equity lending, consumer lending, inv...

Financial planning consultation; Financial portfolio analysis services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing financial advice and information relating to finance, investments, cash management, credit cards, loans, and credit monitoring; Financial and investment services, namely, financial portfolio management services, investment advisory services, financial planning services, and investment management services; Providing on-line information, news and commentary in the field of personal finance; Providing a web site featuring online rankings, ratings, reviews, referrals and recommendations relating to business organizations, service providers and products in the field of financial services; Financial product and services research services; Providing a website where users can post ratings, reviews and recommendations in the field of personal finance, insurance, mortgage lending, consumer lendin...

Providing a website featuring on-line non-downloadable software that enables users to refinance and consolidate loans; Software as a service (SAAS) featuring computer software platforms for financial planning; Providing a website featuring temporary use of non-downloadable software for financial asset and personal debt management; Computer services, namely creating an on-line community for registered users to participate in discussions, get feedback from peers, on the topic of personal finance; Computer services in the nature of developing customized web pages featuring user defined information and profiles; providing online non-downloadable computer software, namely, online non-downloadable consumer data storage management software in the area of personal finance; Providing temporary use of on-line non-downloadable software for use in soliciting and selecting, applying for, and securing financial goods and services
platformless advisor

General Information


Serial Number88685419
Word MarkPLATFORMLESS ADVISOR
Filing DateFriday, November 8, 2019
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, January 18, 2021
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 21, 2020

Trademark Statements


Disclaimer with Predetermined Text"ADVISOR"
Goods and ServicesDownloadable computer software for disseminating advertising and promotional matter for the goods and services of others based on the consumer's personal financial situation, particularly, balance sheet, income statement and credit score; Downloadable computer software for use in the financial services industry to enable communication between consumers and their advisors regarding financial asset and personal debt management; Downloadable computer software for facilitating secure collaboration on shared documents across a group of professionals and advisors; Downloadable computer software for anonymizing user data to enable the sharing of personal information in a secure medium; Downloadable computer software for connecting consumers to a marketplace of advisors, products and service providers, all in the field of finance; Downloadable computer software for providing mortgage information, analysis, and advice in the fields of mortgage lending, home equity lending, consumer lending, investments and for use in selecting, applying for, and securing mortgages and home loans; providing recorded computer software, namely, recorded consumer data storage management software in the area of personal finance
Goods and ServicesFinancial planning consultation; Financial portfolio analysis services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing financial advice and information relating to finance, investments, cash management, credit cards, loans, and credit monitoring; Financial and investment services, namely, financial portfolio management services, investment advisory services, financial planning services, and investment management services; Providing on-line information, news and commentary in the field of personal finance; Providing a web site featuring online rankings, ratings, reviews, referrals and recommendations relating to business organizations, service providers and products in the field of financial services; Financial product and services research services; Providing a website where users can post ratings, reviews and recommendations in the field of personal finance, insurance, mortgage lending, consumer lending
Goods and ServicesProviding a website featuring on-line non-downloadable software that enables users to refinance and consolidate loans; Software as a service (SAAS) featuring computer software platforms for financial planning; Providing a website featuring temporary use of non-downloadable software for financial asset and personal debt management; Computer services, namely creating an on-line community for registered users to participate in discussions, get feedback from peers, on the topic of personal finance; Computer services in the nature of developing customized web pages featuring user defined information and profiles; providing online non-downloadable computer software, namely, online non-downloadable consumer data storage management software in the area of personal finance; Providing temporary use of on-line non-downloadable software for use in soliciting and selecting, applying for, and securing financial goods and services
Pseudo MarkPLATFORM LESS ADVISOR

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateFriday, November 15, 2019
Primary Code009
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 15, 2019
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, November 15, 2019
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThomas J. Anderson Enterprises, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCedar Rapids, IA 52401

Party NameThomas J. Anderson Enterprises, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCedar Rapids, IA 52401

Trademark Events


Event DateEvent Description
Tuesday, January 19, 2021ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, January 18, 2021ABANDONMENT - NO USE STATEMENT FILED
Tuesday, June 16, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 21, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 21, 2020PUBLISHED FOR OPPOSITION
Wednesday, April 1, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, March 19, 2020ASSIGNED TO LIE
Friday, March 13, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 2, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 2, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 2, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, February 18, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, February 18, 2020NON-FINAL ACTION E-MAILED
Tuesday, February 18, 2020NON-FINAL ACTION WRITTEN
Wednesday, February 12, 2020ASSIGNED TO EXAMINER
Friday, November 15, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, November 12, 2019NEW APPLICATION ENTERED IN TRAM