THE ADVISOR LAB 401(K) TOOLKIT
Live / Registered — Registered (as of 21 Apr 2020)
What this means for you
Registered since 21 Apr 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87540133
- Registration number
- 6037524
- Mark type
- Stylized text
- Filed
- 24 Jul 2017
- Published for opposition
- 12 Jun 2018
- Registered
- 21 Apr 2020
- Attorney of record
- Camille M. Miller
Goods and services
- Class 042 — Scientific and technological services: Providing web-based solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data and reports to assist in identifying, benchmarking, comparing and proposing retirement plans and creating related reports
Owner
- The Advisor Lab, LLC, Philadelphia, PA, US
- The Advisor Lab, LLC, Philadelphia, PA, US
- The Advisor Lab, LLC, Philadelphia, PA, US
Prosecution history
- 24 Feb 2026 — TEAS SECTION 8 & 15 RECEIVED
- 21 Apr 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 Apr 2020 — REGISTERED-PRINCIPAL REGISTER
- 18 Mar 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 17 Mar 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 13 Mar 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 13 Mar 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 13 Mar 2020 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 14 Sept 2019 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 14 Sept 2019 — FINAL REFUSAL E-MAILED
- 14 Sept 2019 — SU - FINAL REFUSAL - WRITTEN
- 03 Sept 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 03 Sept 2019 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 28 Aug 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 28 Aug 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED