QUOTIENT ADVISOR Trademark

Trademark Overview


On Friday, March 28, 2025, a trademark application was filed for QUOTIENT ADVISOR with the United States Patent and Trademark Office. The USPTO has given the QUOTIENT ADVISOR trademark a serial number of 99109356. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 28, 2025. This trademark is owned by Shift 45, LLC. The QUOTIENT ADVISOR trademark is filed in the Advertising, Business and Retail Services, Personal, Legal & Social Services, Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of wealth advising and wealth management and distribution of training material in connection therewith; Arranging and conducting of training courses in the field of wealth advising and wealth management; Providing training in the field of wealth advising and wealth management; Organizing, arranging, and conducting wealth management events for educational and social purposes events

Downloadable software in the nature of a mobile application for for use in advising and consulting in the field of wealth management

Providing financial information via a web site; Providing information in the field of wealth management; Financial services, namely, wealth management services

Business marketing consulting services; Business management consulting services in the field of wealth advising and wealth management; Business development consulting services; Business management in the field of wealth management; Organizing business networking events in the field of wealth management; Organizing, promoting and conducting exhibitions, tradeshows and events for business purposes

Internet-based social networking services; Social networking services in the field of wealth advising and wealth management provided via a website; Online social networking services; Online social networking services in the field of wealth advising and wealth management

Providing a web site featuring temporary use of non-downloadable software for use in the field of wealth advising and wealth management
quotient advisor

General Information


Serial Number99109356
Word MarkQUOTIENT ADVISOR
Filing DateFriday, March 28, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, March 28, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of wealth advising and wealth management and distribution of training material in connection therewith; Arranging and conducting of training courses in the field of wealth advising and wealth management; Providing training in the field of wealth advising and wealth management; Organizing, arranging, and conducting wealth management events for educational and social purposes events
Goods and ServicesDownloadable software in the nature of a mobile application for for use in advising and consulting in the field of wealth management
Goods and ServicesProviding financial information via a web site; Providing information in the field of wealth management; Financial services, namely, wealth management services
Goods and ServicesBusiness marketing consulting services; Business management consulting services in the field of wealth advising and wealth management; Business development consulting services; Business management in the field of wealth management; Organizing business networking events in the field of wealth management; Organizing, promoting and conducting exhibitions, tradeshows and events for business purposes
Goods and ServicesInternet-based social networking services; Social networking services in the field of wealth advising and wealth management provided via a website; Online social networking services; Online social networking services in the field of wealth advising and wealth management
Goods and ServicesProviding a web site featuring temporary use of non-downloadable software for use in the field of wealth advising and wealth management

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 28, 2025
Primary Code035
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, March 28, 2025
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

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, March 28, 2025
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, March 28, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, March 28, 2025
Primary Code041
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, March 28, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameShift 45, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSAN DIEGO, CA 92128

Trademark Events


Event DateEvent Description
Friday, March 28, 2025NEW APPLICATION ENTERED
Friday, March 28, 2025APPLICATION FILING RECEIPT MAILED