ADVISORDESK
Live / Registered — Registered and renewed (as of 14 Mar 2022)
What this means for you
Registered since 03 Jan 2012. 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 03 Jan 2022).
Record
- Serial number
- 85327740
- Registration number
- 4079973
- Mark type
- Stylized text
- Filed
- 23 May 2011
- Published for opposition
- 18 Oct 2011
- Registered
- 03 Jan 2012
- Next maintenance due
- 03 Jan 2022
- Attorney of record
- C. Blair Barbieri
Goods and services
- Class 042 — Scientific and technological services: Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications
Owner
- NATIONAL ADVISORS TRUST COMPANY, Leawood, KS, US
- National Advisors Trust Company FSB, Overland Park, KS, US
- National Advisors Trust Company FSB, Overland Park, KS, US
- National Advisors Trust Company FSB, Overland Park, KS, US
Prosecution history
- 08 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Sept 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 08 Sept 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 21 Apr 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 21 Apr 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 21 Apr 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 21 Apr 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 14 Mar 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 14 Mar 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 14 Mar 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 14 Mar 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Oct 2021 — TEAS SECTION 8 & 9 RECEIVED
- 03 Jan 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Jan 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 18 Jan 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.