QUOTIENT ADVISOR
Live / Allowed — Notice of allowance issued (as of 02 Dec 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Mar 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99109356
- Mark type
- Stylized text
- Filed
- 28 Mar 2025
- Published for opposition
- 07 Oct 2025
- Attorney of record
- Kim Cooper
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable software in the nature of a mobile application for use in advising and consulting in the field of wealth management
- Class 035 — Advertising and business services: Business marketing consulting services; Business management consulting services in the field of wealth advising and wealth management; Business development consulting services; Business management in the field of wealth management; Organizing business networking events in the field of wealth management; Organizing, promoting and conducting exhibitions, tradeshows and events for business purposes
- Class 036 — Insurance and financial services: Providing financial information via a web site; Providing information in the field of wealth management; Financial services, namely, wealth management services
- Class 041 — Education and entertainment services: Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of wealth advising and wealth management and distribution of training material in connection therewith; Arranging and conducting of training courses in the field of wealth advising and wealth management; Providing training in the field of wealth advising and wealth management; Organizing, arranging, and conducting social entertainment events in the field of wealth management; Event management services being organizing, arranging and conducting educational events in the field of wealth management
- Class 042 — Scientific and technological services: Providing a web site featuring temporary use of non-downloadable software for use in financial planning, portfolio analysis, and wealth tracking in the field of wealth advising and wealth management
- Class 045 — Legal and security services: Internet-based social networking services; Social networking services in the field of wealth advising and wealth management provided via a website; Online social networking services; Online social networking services in the field of wealth advising and wealth management
Owner
- Shift 45, LLC, SAN DIEGO, CA, US
- Shift 45, LLC, SAN DIEGO, CA, US
Prosecution history
- 02 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 07 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 07 Oct 2025 — PUBLISHED FOR OPPOSITION
- 01 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 05 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 05 Sept 2025 — EXAMINER'S AMENDMENT ENTERED
- 05 Sept 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 05 Sept 2025 — EXAMINERS AMENDMENT E-MAILED
- 05 Sept 2025 — EXAMINERS AMENDMENT -WRITTEN
- 29 Aug 2025 — ASSIGNED TO EXAMINER
- 28 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 28 Mar 2025 — NEW APPLICATION ENTERED