THE ADVISOR LAB Trademark

Trademark Overview

On Tuesday, April 7, 2009, a trademark application was filed for THE ADVISOR LAB with the United States Patent and Trademark Office. The USPTO has given the THE ADVISOR LAB trademark a serial number of 77708897. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, February 8, 2022. This trademark is owned by The Advisor Lab, LLC. The THE ADVISOR LAB trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others

Investment broker sales training; conducting seminars and workshops in the field of financial investment for investment brokers

Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management
the advisor lab

General Information

Serial Number77708897
Word MarkTHE ADVISOR LAB
Filing DateTuesday, April 7, 2009
Status800 - REGISTERED AND RENEWED
Status DateTuesday, February 8, 2022
Registration Number4198807
Registration DateTuesday, August 28, 2012
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 10, 2011

Trademark Statements

Goods and ServicesOffice functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others
NOT AVAILABLE"ADVISOR"
Goods and ServicesInvestment broker sales training; conducting seminars and workshops in the field of financial investment for investment brokers
Goods and ServicesFinancial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 22, 2010
Primary Code035
First Use Anywhere DateTuesday, January 6, 2009
First Use In Commerce DateTuesday, January 6, 2009
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 10, 2009
Primary Code036
First Use Anywhere DateTuesday, January 6, 2009
First Use In Commerce DateTuesday, January 6, 2009
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, September 22, 2010
Primary Code041
First Use Anywhere DateTuesday, January 6, 2009
First Use In Commerce DateTuesday, January 6, 2009

Trademark Owner History

Party NameThe Advisor Lab, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19102
Party NameThe Advisor Lab, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19102
Party NameThe Advisor Lab, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19102

Trademark Events

Event DateEvent Description
Friday, April 10, 2009NEW APPLICATION ENTERED
Friday, April 10, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 24, 2009ASSIGNED TO EXAMINER
Friday, June 26, 2009NON-FINAL ACTION WRITTEN
Monday, June 29, 2009NON-FINAL ACTION MAILED
Tuesday, December 29, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 29, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 29, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, March 6, 2010FINAL REFUSAL WRITTEN
Monday, March 8, 2010FINAL REFUSAL MAILED
Wednesday, September 8, 2010EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, September 8, 2010JURISDICTION RESTORED TO EXAMINING ATTORNEY
Wednesday, September 8, 2010EX PARTE APPEAL-INSTITUTED
Wednesday, September 8, 2010TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, September 22, 2010ASSIGNED TO LIE
Wednesday, September 22, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 22, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 7, 2010ACTION CONTINUING FINAL - COMPLETED
Thursday, October 7, 2010ACTION DENYING REQ FOR RECON MAILED
Monday, January 3, 2011EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF
Friday, February 18, 2011EXPARTE APPEAL TERMINATED
Friday, March 18, 2011EXAMINERS AMENDMENT -WRITTEN
Friday, March 18, 2011EXAMINER'S AMENDMENT ENTERED
Monday, March 21, 2011EXAMINERS AMENDMENT MAILED
Wednesday, March 30, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 1, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 20, 2011NOTICE OF PUBLICATION
Tuesday, May 10, 2011PUBLISHED FOR OPPOSITION
Tuesday, July 5, 2011NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, January 5, 2012SOU TEAS EXTENSION RECEIVED
Tuesday, January 31, 2012CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, January 5, 2012SOU EXTENSION 1 FILED
Tuesday, January 31, 2012SOU EXTENSION 1 GRANTED
Wednesday, February 1, 2012NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Friday, May 4, 2012ASSIGNED TO EXAMINER
Tuesday, July 3, 2012TEAS STATEMENT OF USE RECEIVED
Tuesday, July 3, 2012USE AMENDMENT FILED
Friday, July 20, 2012STATEMENT OF USE PROCESSING COMPLETE
Friday, July 20, 2012ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, July 20, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, July 21, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Tuesday, August 28, 2012REGISTERED-PRINCIPAL REGISTER
Wednesday, May 4, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 27, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, August 27, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 27, 2018TEAS SECTION 8 & 15 RECEIVED
Thursday, September 6, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 6, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, September 6, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, August 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, August 28, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, August 31, 2021TEAS SECTION 8 & 9 RECEIVED
Tuesday, February 8, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 8, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, February 8, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, February 8, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, December 23, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

advisor services financial investment management others advisory portfolio business broker functions