TRUE ROBO ADVISOR Trademark

Trademark Overview

On Friday, March 13, 2015, a trademark application was filed for TRUE ROBO ADVISOR with the United States Patent and Trademark Office. The USPTO has given the TRUE ROBO ADVISOR trademark a serial number of 86563019. The federal status of this trademark filing is REGISTERED as of Tuesday, April 9, 2019. This trademark is owned by Odin, Feldman & Pittleman, PC. The TRUE ROBO ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
true robo advisor

General Information

Serial Number86563019
Word MarkTRUE ROBO ADVISOR
Filing DateFriday, March 13, 2015
Status700 - REGISTERED
Status DateTuesday, April 9, 2019
Registration Number5722543
Registration DateTuesday, April 9, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 20, 2017

Trademark Statements

Goods and ServicesFinancial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
NOT AVAILABLE"ROBO ADVISOR"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 24, 2015
Primary Code036
First Use Anywhere DateSunday, September 30, 2018
First Use In Commerce DateSunday, September 30, 2018

Trademark Owner History

Party NamePAGNATO, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFOLLY BEACH, SC 29439
Party NameTRUEFIDUCIARY INSTITUTE
Party Type32 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NameTRUEFIDUCIARY INSTITUTE
Party Type31 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NamePAGNATOKARP PARTNERS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRESTON, VA 20190
Party NamePAGNATOKARP PARTNERS, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressRESTON, VA 20190
Party NameOdin, Feldman & Pittleman, PC
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressReston, VA 201905159
Party NameOdin, Feldman & Pittleman, PC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressReston, VA 201905159

Trademark Events

Event DateEvent Description
Thursday, June 25, 2015NON-FINAL ACTION MAILED
Tuesday, March 17, 2015NEW APPLICATION ENTERED
Tuesday, March 24, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 18, 2015ASSIGNED TO EXAMINER
Wednesday, June 24, 2015NON-FINAL ACTION WRITTEN
Monday, December 21, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 22, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 11, 2016TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, July 11, 2016JURISDICTION RESTORED TO EXAMINING ATTORNEY
Monday, December 21, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 21, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, January 10, 2016FINAL REFUSAL WRITTEN
Sunday, January 10, 2016FINAL REFUSAL E-MAILED
Sunday, January 10, 2016NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, July 11, 2016EXPARTE APPEAL RECEIVED AT TTAB
Monday, July 11, 2016EX PARTE APPEAL-INSTITUTED
Wednesday, March 8, 2017LETTER OF SUSPENSION E-MAILED
Friday, July 15, 2016ASSIGNED TO LIE
Friday, July 15, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 15, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, August 1, 2016SUSPENSION LETTER WRITTEN
Monday, August 1, 2016LETTER OF SUSPENSION E-MAILED
Monday, August 1, 2016NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, February 15, 2017SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Wednesday, March 8, 2017SUSPENSION LETTER WRITTEN
Wednesday, March 8, 2017NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, June 20, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, April 20, 2017TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Monday, May 1, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 1, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 1, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 2, 2017EXPARTE APPEAL TERMINATED
Thursday, May 18, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, May 31, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 20, 2017PUBLISHED FOR OPPOSITION
Wednesday, June 28, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, February 14, 2018SOU TEAS EXTENSION RECEIVED
Wednesday, August 15, 2018SOU EXTENSION 2 GRANTED
Tuesday, August 15, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, November 27, 2017ASSIGNED TO EXAMINER
Wednesday, February 14, 2018SOU EXTENSION 1 FILED
Wednesday, February 14, 2018SOU EXTENSION 1 GRANTED
Friday, February 16, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, August 15, 2018SOU TEAS EXTENSION RECEIVED
Wednesday, August 15, 2018SOU EXTENSION 2 FILED
Wednesday, October 7, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, August 17, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, February 7, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, February 7, 2019USE AMENDMENT FILED
Friday, March 1, 2019STATEMENT OF USE PROCESSING COMPLETE
Wednesday, February 27, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, March 4, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, March 5, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 9, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, September 30, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 8, 2025TEAS SECTION 8 & 15 RECEIVED
Tuesday, April 9, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, October 28, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

advisor robo true financial management services analysis consultation consulting investment namely asset planning