| Serial Number | 97936718 |
| Word Mark | UDF |
| Filing Date | Monday, May 15, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 16, 2025 |
| Registration Number | 8069938 |
| Registration Date | Tuesday, December 16, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 17, 2024 |
| Goods and Services | Providing temporary use of online non-downloadable computer software for a seamless aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platforms for receiving, compiling, and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and Providing temporary use of online non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance. |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 7, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, July 12, 2021 |
| First Use In Commerce Date | Monday, July 12, 2021 |
| Party Name | ADVISOR360°, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Needham, MA 02494 |
| Party Name | ADVISOR360°, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Needham, MA 02494 |
| Party Name | ADVISOR360°, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Weston, MA 02493 |
| Event Date | Event Description |
| Wednesday, June 14, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 8, 2024 | ASSIGNED TO EXAMINER |
| Friday, February 9, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, February 9, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, February 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 6, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, May 6, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, August 7, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 7, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 7, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 13, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 28, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 17, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 17, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 12, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, June 16, 2025 | ABANDONMENT - NO USE STATEMENT FILED |
| Monday, June 16, 2025 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED |
| Tuesday, July 8, 2025 | TEAS PETITION TO REVIVE RECEIVED |
| Tuesday, July 8, 2025 | PETITION TO REVIVE-GRANTED |
| Tuesday, July 8, 2025 | NOTICE OF REVIVAL - E-MAILED |
| Tuesday, July 8, 2025 | SOU EXTENSION RECEIVED WITH TEAS PETITION |
| Monday, October 6, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Sunday, May 11, 2025 | SOU EXTENSION 1 FILED |
| Monday, October 6, 2025 | SOU EXTENSION 1 GRANTED |
| Tuesday, October 7, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, November 12, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, November 12, 2025 | USE AMENDMENT FILED |
| Friday, November 21, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, November 22, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, November 22, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 16, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 16, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |