SPONSORWORKS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 30 Jun 2022)
What this means for you
Registered since 05 Jul 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86501811
- Registration number
- 4994150
- Mark type
- Stylized text
- Filed
- 13 Jan 2015
- Published for opposition
- 01 Sept 2015
- Registered
- 05 Jul 2016
- Attorney of record
- Timothy J. Lyden
Goods and services
- Class 036 — Insurance and financial services: Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment products and services for purposes of promoting, managing, analyzing, tracking, organizing, supervising, targeting, and structuring marketing related sales campaigns, investment data, investment advisor data, investment strategies, and investment reports
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring a multi-functional computer software platform for providing access to documents, information, data, technology services and content related to financial and investment products and services, investment related trends, and advisor information for purposes of analyzing, tracking, and targeting investment advisor data, advisor investment behavior, client demographic information, investment strategies, investment reports, and third party data to enable users to market, promote, manage, analyze, track, organize, supervise, target, and structure marketing related sales campaigns
Owner
- LPL Financial LLC, San Diego, CA, US
- LPL Financial LLC, Boston, MA, US
- LPL Financial LLC, Boston, MA, US
Prosecution history
- 05 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Jun 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Jun 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Jun 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 14 Jun 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 14 Jun 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 30 Jun 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 30 Jun 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 30 Jun 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Jan 2022 — TEAS SECTION 8 & 15 RECEIVED
- 05 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 23 Jun 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 23 Jun 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 23 Jun 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 23 Jun 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED