THE ADVISOR LAB 401(K) TOOLKIT Trademark

Trademark Overview


On Tuesday, December 3, 2013, a trademark application was filed for THE ADVISOR LAB 401(K) TOOLKIT with the United States Patent and Trademark Office. The USPTO has given the THE ADVISOR LAB 401(K) TOOLKIT trademark a serial number of 86133556. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, July 12, 2017. This trademark is owned by The Advisor Lab, LLC. The THE ADVISOR LAB 401(K) TOOLKIT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Providing a website featuring financial information and reports to assist financial advisors in identifying, benchmarking, comparing and proposing retirement plans

Providing web-based solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data and reports to assist in identifying, benchmarking, comparing and proposing retirement plans and creating related reports
the advisor lab 401(k) toolkit

General Information


Serial Number86133556
Word MarkTHE ADVISOR LAB 401(K) TOOLKIT
Filing DateTuesday, December 3, 2013
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateWednesday, July 12, 2017
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 12, 2015

Trademark Statements


Disclaimer with Predetermined Text"ADVISOR" OR "401(K)" OR "TOOLKIT"
Goods and ServicesProviding a website featuring financial information and reports to assist financial advisors in identifying, benchmarking, comparing and proposing retirement plans
Goods and ServicesProviding web-based solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data and reports to assist in identifying, benchmarking, comparing and proposing retirement plans and creating related reports
Pseudo MarkTHE ADVISOR LAB 401(K) TOOL KIT

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 13, 2013
Primary Code036
First Use Anywhere DateThursday, June 30, 2011
First Use In Commerce DateThursday, June 30, 2011

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 DateTuesday, February 17, 2015
Primary Code042
First Use Anywhere DateThursday, June 30, 2011
First Use In Commerce DateThursday, June 30, 2011

Trademark Owner History


Party NameThe Advisor Lab, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103

Party NameThe Advisor Lab, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 191022101

Trademark Events


Event DateEvent Description
Wednesday, September 27, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 12, 2017ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Wednesday, July 12, 2017ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Wednesday, December 14, 2016FINAL REFUSAL MAILED
Tuesday, December 13, 2016SU - FINAL REFUSAL - WRITTEN
Wednesday, November 23, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 23, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 4, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 5, 2016NON-FINAL ACTION MAILED
Wednesday, May 4, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, May 4, 2016SU - NON-FINAL ACTION - WRITTEN
Saturday, April 16, 2016ASSIGNED TO EXAMINER
Thursday, February 11, 2016STATEMENT OF USE PROCESSING COMPLETE
Wednesday, January 6, 2016USE AMENDMENT FILED
Wednesday, February 10, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, January 6, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, July 7, 2015NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 12, 2015PUBLISHED FOR OPPOSITION
Wednesday, April 22, 2015NOTICE OF PUBLICATION
Friday, April 3, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, March 30, 2015ASSIGNED TO LIE
Thursday, March 12, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 17, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 17, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 17, 2015TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, August 14, 2014FINAL REFUSAL MAILED
Wednesday, August 13, 2014FINAL REFUSAL WRITTEN
Friday, July 25, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, July 24, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 24, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 27, 2014NON-FINAL ACTION MAILED
Friday, January 24, 2014NON-FINAL ACTION WRITTEN
Thursday, January 16, 2014ASSIGNED TO EXAMINER
Saturday, December 14, 2013NOTICE OF PSEUDO MARK MAILED
Friday, December 13, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, December 6, 2013NEW APPLICATION ENTERED IN TRAM