ADVISORBASE
Live / Registered — Registered (as of 28 Apr 2020)
What this means for you
Registered since 28 Apr 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88215068
- Registration number
- 6043461
- Mark type
- Stylized text
- Filed
- 03 Dec 2018
- Published for opposition
- 09 Jul 2019
- Registered
- 28 Apr 2020
- Attorney of record
- Beth H. Alter
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
- Class 042 — Scientific and technological services: Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; providing online, non-downloadable mobile application software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
Owner
- Strategic Alternative Funds Group, LLC, New York, NY, US
- Strategic Alternative Funds Group, LLC, New York, NY, US
- Strategic Alternative Funds Group, LLC, New York, NY, US
Prosecution history
- 28 Apr 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 22 Dec 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 22 Dec 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 22 Dec 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 22 Dec 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 22 Dec 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 28 Apr 2020 — REGISTERED-PRINCIPAL REGISTER
- 26 Mar 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 25 Mar 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 20 Mar 2020 — STATEMENT OF USE PROCESSING COMPLETE
- 03 Mar 2020 — USE AMENDMENT FILED
- 20 Mar 2020 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 03 Mar 2020 — TEAS STATEMENT OF USE RECEIVED
- 03 Sept 2019 — NOA MAILED - SOU REQUIRED FROM APPLICANT
- 09 Jul 2019 — PUBLISHED FOR OPPOSITION