THE COMPLEAT ADVISOR Trademark

Trademark Overview

On Friday, October 15, 2010, a trademark application was filed for THE COMPLEAT ADVISOR with the United States Patent and Trademark Office. The USPTO has given the THE COMPLEAT ADVISOR trademark a serial number of 85153279. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 24, 2022. This trademark is owned by GLOBAL FINANCIAL PRIVATE CAPITAL, LLC. The THE COMPLEAT ADVISOR trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

[ Investment services, namely, asset acquisition, consultation, development and management services; financial planning services for retail and institutional clients and advisors; brokerage of investment products for retail and institutional clients and advisors, namely, asset management portfolios, Exchange Traded Funds, annuities, real estate investment trusts and mutual funds ]

Business services, namely, management and business consultation targeted to financial advisors and their clients; business development services, namely, offering start-up support services for financial advisors
the compleat advisor

General Information

Serial Number85153279
Word MarkTHE COMPLEAT ADVISOR
Filing DateFriday, October 15, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 24, 2022
Registration Number4069581
Registration DateTuesday, December 13, 2011
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 27, 2011

Trademark Statements

Pseudo MarkTHE COMPLETE ADVISOR
Goods and Services[ Investment services, namely, asset acquisition, consultation, development and management services; financial planning services for retail and institutional clients and advisors; brokerage of investment products for retail and institutional clients and advisors, namely, asset management portfolios, Exchange Traded Funds, annuities, real estate investment trusts and mutual funds ]
Goods and ServicesBusiness services, namely, management and business consultation targeted to financial advisors and their clients; business development services, namely, offering start-up support services for financial advisors
NOT AVAILABLE"ADVISOR"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 24, 2022
Primary Code035
First Use Anywhere DateMonday, February 1, 2010
First Use In Commerce DateMonday, February 1, 2010
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 24, 2022
Primary Code036
First Use Anywhere DateMonday, February 1, 2010
First Use In Commerce DateMonday, February 1, 2010

Trademark Owner History

Party NameASSETMARK, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressConcord, CA 94520
Party NameGLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSARASOTA, FL 34232
Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressOsprey, FL 34229
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressOsprey, FL 34229
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressOsprey, FL 34229

Trademark Events

Event DateEvent Description
Wednesday, January 26, 2011ASSIGNED TO EXAMINER
Tuesday, October 19, 2010NEW APPLICATION ENTERED
Wednesday, October 20, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 21, 2010NOTICE OF PSEUDO MARK MAILED
Tuesday, July 26, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 26, 2011NON-FINAL ACTION WRITTEN
Wednesday, January 26, 2011NON-FINAL ACTION E-MAILED
Wednesday, January 26, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 11, 2011TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 11, 2011ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, July 23, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, July 23, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, July 23, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 26, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 28, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 1, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 4, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 16, 2011ASSIGNED TO LIE
Monday, August 22, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 27, 2011PUBLISHED FOR OPPOSITION
Tuesday, September 27, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 13, 2011REGISTERED-PRINCIPAL REGISTER
Wednesday, August 10, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, December 13, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 23, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 1, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, June 12, 2018TEAS SECTION 8 RECEIVED
Friday, June 15, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 15, 2018REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
Friday, June 15, 2018NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, July 17, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sunday, December 13, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, January 27, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 23, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, February 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 23, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, June 24, 2022CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Related Keywords

advisor compleat services advisors namely management financial clients business investment funds institutional