SEVEN FIGURE ADVISOR Trademark
Trademark Overview
On Thursday, July 18, 2024, a trademark application was filed for SEVEN FIGURE ADVISOR with the United States Patent and Trademark Office. The USPTO has given the SEVEN FIGURE ADVISOR trademark a serial number of 98654918. The federal status of this trademark filing is REGISTERED as of Tuesday, April 22, 2025. This trademark is owned by R & A VENTURES LLC. The SEVEN FIGURE ADVISOR trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for use in client relationship management, lead generation, appointment scheduling, multichannel communication, website and funnel creation, providing training and support specifically tailored for financial advisors and life insurance agents, and incorporating artificial intelligence for enhanced client experience and automation of routine tasks.
General Information
| Serial Number | 98654918 |
| Word Mark | SEVEN FIGURE ADVISOR |
| Filing Date | Thursday, July 18, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 22, 2025 |
| Registration Number | 7767557 |
| Registration Date | Tuesday, April 22, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 4, 2025 |
Trademark Statements
| NOT AVAILABLE | "ADVISOR" |
| Goods and Services | Software as a service (SAAS) services featuring software for use in client relationship management, lead generation, appointment scheduling, multichannel communication, website and funnel creation, providing training and support specifically tailored for financial advisors and life insurance agents, and incorporating artificial intelligence for enhanced client experience and automation of routine tasks. |
Classification Information
| 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 | Thursday, July 18, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, January 15, 2024 |
| First Use In Commerce Date | Saturday, June 1, 2024 |
Trademark Owner History
| Party Name | R & A VENTURES LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Columbus, OH 43215 |
| Party Name | R & A VENTURES LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Columbus, OH 43215 |
| Party Name | R & A VENTURES LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Columbus, OH 43215 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 18, 2024 | NEW APPLICATION ENTERED |
| Thursday, February 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 7, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, February 11, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, February 11, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 11, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, February 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 11, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, February 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 22, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 22, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
