TRUE ROBO ADVISOR
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 24 Jan 2026)
What this means for you
Registered since 09 Apr 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86563019
- Registration number
- 5722543
- Mark type
- Stylized text
- Filed
- 13 Mar 2015
- Published for opposition
- 20 Jun 2017
- Registered
- 09 Apr 2019
- Attorney of record
- Kevin Oliveira
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
Owner
- PAGNATO, LLC, FOLLY BEACH, SC, US
- TRUEFIDUCIARY INSTITUTE, RESTON, VA, US
- TRUEFIDUCIARY INSTITUTE, RESTON, VA, US
- PAGNATOKARP PARTNERS, LLC, RESTON, VA, US
- PAGNATOKARP PARTNERS, LLC, RESTON, VA, US
- Odin, Feldman & Pittleman, PC, Reston, VA, US
- Odin, Feldman & Pittleman, PC, Reston, VA, US
Prosecution history
- 24 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 24 Jan 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 13 Jan 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Oct 2025 — TEAS SECTION 8 & 15 RECEIVED
- 09 Apr 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 28 Oct 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 07 Oct 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 30 Sept 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 09 Apr 2019 — REGISTERED-PRINCIPAL REGISTER
- 05 Mar 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 04 Mar 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 01 Mar 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 07 Feb 2019 — USE AMENDMENT FILED
- 27 Feb 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 07 Feb 2019 — TEAS STATEMENT OF USE RECEIVED