PHIADVISOR

What this means for you

Registered since 27 Oct 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

79275453

Registration number

6182149

Mark type

Stylized text

Filed

05 Nov 2019

Published for opposition

11 Aug 2020

Registered

27 Oct 2020

Attorney of record

WILLIAM SCOTT GOLDMAN

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable mobile applications in the fields of asset management, financial analysis and investment for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment
• Class 035 — Advertising and business services: Collection and compilation of information into computer databases, business information management, and data processing services, all in the fields of asset management, financial analysis and investment; updating and maintenance of data in computer databases in the fields of asset management, financial analysis and investment; arranging subscriptions to telecommunications services featuring databases in the fields of asset management, financial analysis and investment
• Class 036 — Insurance and financial services: Analysis of financial data; providing advice in financing, investment, and financial asset management; capital investment, financing and financial asset management services; financial risk assessment services and financial risk management services; conducting of financial affairs on-line, namely providing an on-line searchable database featuring financial information and financial advice for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment; none of foregoing services in connection with debt collection
• Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring software for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment, all in the fields of asset management, financial analysis and investment; platform as a service (PaaS) services featuring computer software platforms for monitoring sector rotations and market phases, identifying market trends and opportunities, and setting financial asset management strategies for stocks investment, all in the fields of asset management, financial analysis and investment; design, development, maintenance and updating of online websites, Internet website portals and online web hosting platforms, all for third parties and in the fields of asset management, financial analysis and investment; analysis of technical data in the fields of financial management; algorithm software development in the fields of asset management, financial analysis and investment

Owner

• PHIADVISOR, FR
• PHIADVISOR, FR
• 1,618 ADVISORS, FR

Prosecution history

• 27 Oct 2025 — COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED
• 02 Jul 2022 — NEW REPRESENTATIVE AT IB RECEIVED
• 07 Mar 2021 — FINAL DECISION TRANSACTION PROCESSED BY IB
• 12 Feb 2021 — FINAL DISPOSITION NOTICE SENT TO IB
• 11 Feb 2021 — FINAL DISPOSITION PROCESSED
• 27 Jan 2021 — FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
• 27 Oct 2020 — REGISTERED-PRINCIPAL REGISTER
• 04 Sept 2020 — CHANGE OF NAME/ADDRESS REC'D FROM IB
• 11 Aug 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 11 Aug 2020 — PUBLISHED FOR OPPOSITION
• 07 Aug 2020 — NOTIFICATION PROCESSED BY IB
• 22 Jul 2020 — NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
• 22 Jul 2020 — NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
• 22 Jul 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 07 Jul 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER