UNIFIED DATA FABRIC Trademark

Trademark Overview


On Friday, April 2, 2021, a trademark application was filed for UNIFIED DATA FABRIC with the United States Patent and Trademark Office. The USPTO has given the UNIFIED DATA FABRIC trademark a serial number of 90621540. The federal status of this trademark filing is REGISTERED as of Tuesday, August 8, 2023. This trademark is owned by ADVISOR360°, LLC. The UNIFIED DATA FABRIC trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions

Providing temporary use of non-downloadable computer software for a seamless aggregating 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 platform 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 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
unified data fabric

General Information


Serial Number90621540
Word MarkUNIFIED DATA FABRIC
Filing DateFriday, April 2, 2021
Status700 - REGISTERED
Status DateTuesday, August 8, 2023
Registration Number7133846
Registration DateTuesday, August 8, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 19, 2022

Trademark Statements


Goods and ServicesFinancial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions
Disclaimer with Predetermined Text"DATA FABRIC"
Goods and ServicesProviding temporary use of non-downloadable computer software for a seamless aggregating 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 platform 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 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 22, 2021
Primary Code036
First Use Anywhere DateMonday, July 12, 2021
First Use In Commerce DateMonday, July 12, 2021

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 DateFriday, May 20, 2022
Primary Code042
First Use Anywhere DateMonday, July 12, 2021
First Use In Commerce DateMonday, July 12, 2021

Trademark Owner History


Party NameADVISOR360°, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWeston, MA 02493

Party NameADVISOR360°, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWeston, MA 02493

Party NameADVISOR360°, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWeston, MA 02493

Trademark Events


Event DateEvent Description
Tuesday, August 8, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 8, 2023REGISTERED-PRINCIPAL REGISTER
Saturday, July 1, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, June 30, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, June 14, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, June 13, 2023STATEMENT OF USE PROCESSING COMPLETE
Thursday, April 27, 2023USE AMENDMENT FILED
Tuesday, June 13, 2023SOU EXTENSION 1 GRANTED
Monday, March 13, 2023SOU EXTENSION 1 FILED
Tuesday, June 13, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, April 28, 2023NOTICE OF REVIVAL - E-MAILED
Thursday, April 27, 2023TEAS STATEMENT OF USE RECEIVED
Thursday, April 27, 2023EXTENSION RECEIVED WITH TEAS PETITION
Thursday, April 27, 2023PETITION TO REVIVE-GRANTED
Thursday, April 27, 2023TEAS PETITION TO REVIVE RECEIVED
Monday, April 17, 2023ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, April 17, 2023ABANDONMENT - NO USE STATEMENT FILED
Tuesday, September 13, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 19, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 19, 2022PUBLISHED FOR OPPOSITION
Wednesday, June 29, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, June 10, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, May 20, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 20, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 20, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 23, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 23, 2021NON-FINAL ACTION E-MAILED
Tuesday, November 23, 2021NON-FINAL ACTION WRITTEN
Tuesday, November 16, 2021ASSIGNED TO EXAMINER
Thursday, July 22, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED