ADVISORPORT

Live / Registered — Registered and renewed (as of 17 Mar 2016)

What this means for you

Registered since 10 Jan 2006. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 10 Jan 2016).

Record

Serial number
78323846
Registration number
3040022
Mark type
Stylized text
Filed
06 Nov 2003
Published for opposition
18 Oct 2005
Registered
10 Jan 2006
Next maintenance due
10 Jan 2016
Attorney of record
Kirsten R. Rydstrom

Goods and services

  • Class 035 — Advertising and business services: BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING
  • Class 036 — Insurance and financial services: FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION
  • Class 041 — Education and entertainment services: PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION
  • Class 042 — Scientific and technological services: TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS
  • Class 045 — Legal and security services: PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS

Owner

Prior registrations

Prosecution history

  • 10 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 16 Aug 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 17 Mar 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 Mar 2016 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 Mar 2016 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 17 Mar 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Jan 2016 — TEAS SECTION 8 & 9 RECEIVED
  • 11 Jan 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Jul 2012 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 28 Jul 2012 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Jul 2012 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Jul 2012 — TEAS SECTION 8 & 15 RECEIVED
  • 07 Dec 2011 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 30 Nov 2011 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 30 Jun 2010 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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