ADVISOR

Dead / Cancelled — Cancelled — Section 8 (as of 11 Jul 2025)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
87510531
Registration number
5645555
Mark type
Design + words
Filed
29 Jun 2017
Registered
01 Jan 2019
Attorney of record
Harris A. Wolin

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for financial management, financial planning and financial research
  • Class 042 — Scientific and technological services: Providing online non-downloadable software for financial management, financial planning and financial research; providing a website featuring non-downloadable software for financial management, financial planning and financial research

Owner

Prosecution history

  • 11 Jul 2025 — CANCELLED SEC. 8 (6-YR)
  • 16 Apr 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 01 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 21 Sept 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Sept 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 21 Sept 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 21 Sept 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 21 Sept 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 11 Jun 2020 — CORRECTION UNDER SECTION 7 - PROCESSED
  • 10 Jun 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 08 Jun 2020 — POST REGISTRATION ACTION MAILED - SEC. 7
  • 04 Jun 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 May 2020 — TEAS SECTION 7 REQUEST RECEIVED
  • 01 May 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 01 May 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

View this trademark record on Marksy