ADVISORTIME
Live / Allowed — Published for opposition (as of 10 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 06 Jun 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99221603
- Mark type
- Stylized text
- Filed
- 06 Jun 2025
- Published for opposition
- 10 Mar 2026
- Attorney of record
- James B. Lake
Goods and services
- Class 035 — Advertising and business services: business support services to financial advisors, namely, providing business support staff services, business consulting, and operational business assistance; business support services, namely, providing business support staff services, business consulting, and operational business assistance in the fields of finance and investment; business management and payroll administration and management services; human resource management services, namely, serving as a human resources department for others; financial records management, namely, maintaining records of financial account balances and transactions; fund accounting services, namely, accounting services for individual and institutional investment accounts; business marketing services for others; operational business assistance to enterprises; business management of office facilities; business supervision services
- Class 036 — Insurance and financial services: financial services, namely, providing investment options available for life insurance products, mortgages in the nature of brokerage services, advisory services, asset management services, investment banking, capital markets, trust administration and management, mortgage banking, mortgage lending, annuities in the nature of life insurance, annuity brokerage services, annuity underwriting, and private markets and equity fund investment services; financial asset management; banking services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
- Class 042 — Scientific and technological services: technical support services, namely, installation, administration, and troubleshooting of web and database applications; Computer technology support to financial advisors, namely, help desk services; computer technology support services, namely, help desk services in the fields of finance and investment; computer technology assistance to enterprises, namely, help desk services
- Class 045 — Legal and security services: regulatory compliance consulting in the field of finance and investments
Owner
- Raymond James Financial, Inc., St. Petersburg, FL, US
- Raymond James Financial, Inc., St. Petersburg, FL, US
Prior registrations
Prosecution history
- 10 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Mar 2026 — PUBLISHED FOR OPPOSITION
- 04 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 13 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 13 Feb 2026 — EXAMINER'S AMENDMENT ENTERED
- 13 Feb 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 13 Feb 2026 — EXAMINERS AMENDMENT E-MAILED
- 13 Feb 2026 — EXAMINERS AMENDMENT -WRITTEN
- 12 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 12 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 12 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 27 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 27 Oct 2025 — NON-FINAL ACTION E-MAILED
- 27 Oct 2025 — NON-FINAL ACTION WRITTEN
- 27 Oct 2025 — ASSIGNED TO EXAMINER