THE ADVISOR LAB 401(K) TOOLKIT Trademark

Trademark Overview

On Monday, July 24, 2017, 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 87540133. The federal status of this trademark filing is REGISTERED as of Tuesday, April 21, 2020. This trademark is owned by The Advisor Lab, LLC. The THE ADVISOR LAB 401(K) TOOLKIT trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

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 Number87540133
Word MarkTHE ADVISOR LAB 401(K) TOOLKIT
Filing DateMonday, July 24, 2017
Status700 - REGISTERED
Status DateTuesday, April 21, 2020
Registration Number6037524
Registration DateTuesday, April 21, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 12, 2018

Trademark Statements

Disclaimer with Predetermined Text"ADVISOR" AND "401(K) TOOLKIT"
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 FOUR 0 ONE K TOOLKIT

Classification Information

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 DateSaturday, July 29, 2017
Primary Code042
First Use Anywhere DateMonday, January 1, 2018
First Use In Commerce DateMonday, January 1, 2018

Trademark Owner History

Party NameThe Advisor Lab, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103
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 19103

Trademark Events

Event DateEvent Description
Tuesday, April 21, 2020REGISTERED-PRINCIPAL REGISTER
Wednesday, March 18, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 17, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, March 13, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 13, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 13, 2020TEAS REQUEST FOR RECONSIDERATION RECEIVED
Saturday, September 14, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Saturday, September 14, 2019FINAL REFUSAL E-MAILED
Saturday, September 14, 2019SU - FINAL REFUSAL - WRITTEN
Tuesday, September 3, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 3, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 28, 2019ASSIGNED TO LIE
Wednesday, August 21, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 21, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 21, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 21, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 21, 2019NON-FINAL ACTION E-MAILED
Thursday, February 21, 2019SU - NON-FINAL ACTION - WRITTEN
Friday, February 15, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, February 14, 2019STATEMENT OF USE PROCESSING COMPLETE
Thursday, February 7, 2019USE AMENDMENT FILED
Thursday, February 14, 2019EXTENSION 1 GRANTED
Thursday, February 7, 2019EXTENSION 1 FILED
Thursday, February 14, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, February 7, 2019TEAS EXTENSION RECEIVED
Thursday, February 7, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, August 7, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 12, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 12, 2018PUBLISHED FOR OPPOSITION
Wednesday, May 23, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, May 5, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, May 5, 2018EXAMINER'S AMENDMENT ENTERED
Saturday, May 5, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, May 5, 2018EXAMINERS AMENDMENT E-MAILED
Saturday, May 5, 2018EXAMINERS AMENDMENT -WRITTEN
Wednesday, April 25, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 24, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 24, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 24, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 24, 2017NON-FINAL ACTION E-MAILED
Tuesday, October 24, 2017NON-FINAL ACTION WRITTEN
Monday, October 23, 2017ASSIGNED TO EXAMINER
Saturday, July 29, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, July 27, 2017NEW APPLICATION ENTERED IN TRAM

Related Keywords

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