WHAT IF YOU COULD?
Live / Applied — First extension granted (statement of use) (as of 17 Dec 2025)
What this means for you
Not registered yet, but its 04 Oct 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98786065
- Mark type
- Stylized text
- Filed
- 04 Oct 2024
- Published for opposition
- 13 May 2025
- Attorney of record
- Timothy J. Lyden
Goods and services
- Class 035 — Advertising and business services: Business consulting services; business succession planning; business management of registered investment advisor offices and brokers on an outsourcing basis; business advice and information relating to finance and capital; business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plans to achieve goals; tax and taxation planning, advice, information, and consultancy services; business administration and office work; digital marketing services; consulting services in the field of digital marketing; bookkeeping; outsource service provider in the field of business operation and management of registered investment advisor offices and brokers
- Class 036 — Insurance and financial services: Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; research services, namely, conducting research related to financial information, financial investment information, the performance of financial investment vehicles, and financial market data; insurance brokerage, information, and consultancy; brokerage and broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, and over-the-counter markets; financial trust planning and operations; estate planning; outsource service provider in the field of financial advisory services; real estate consultation
- Class 042 — Scientific and technological services: Technology services, namely, providing online non-downloadable proprietary computer software for use in the field of financial investment advisory and brokerage services, namely, for managing, analyzing, tracking, organizing and/or structuring investments and information related to investments and to the performance of investment vehicles, and for use in providing access to online investment information; 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; computer technology support services, namely, help desk services; computer technology consultancy; providing an Internet website portal featuring a multi-functional online non-downloadable computer software platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies
- Class 045 — Legal and security services: Regulatory compliance consultancy in the field of finance
Owner
- LPL Financial LLC, San Diego, CA, US
- LPL Financial LLC, San Diego, CA, US
Prosecution history
- 17 Dec 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 17 Dec 2025 — SOU EXTENSION 1 GRANTED
- 17 Dec 2025 — SOU EXTENSION 1 FILED
- 17 Dec 2025 — SOU TEAS EXTENSION RECEIVED
- 08 Jul 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 13 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 May 2025 — PUBLISHED FOR OPPOSITION
- 07 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 11 Apr 2025 — EXAMINER'S AMENDMENT ENTERED
- 11 Apr 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 11 Apr 2025 — EXAMINERS AMENDMENT E-MAILED
- 11 Apr 2025 — EXAMINERS AMENDMENT -WRITTEN
- 09 Apr 2025 — ASSIGNED TO EXAMINER
- 08 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED