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Official data from USPTO

ADVISORWARE

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ADVISORWARE

ST13

US500000075075520

Class

9

Filing

75075520

Registration

2170016

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

44

Latest update

08/13/2025

Trademark type

Word

Nice classes

9

Filing date

11/22/1995

Registration date

06/30/1998

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/07/2018

Last transaction

08/13/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

04/10/1996

First use in commerce

04/10/1996

Drawing code

1

Owner type

03

Owner location

WINDSOR, CT

Examiner

ZAK, HENRY

Law office

L80

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

SS&C TECHNOLOGIES, INC.
HedgeWare, Inc.
HedgeWare, Inc.

Representatives

Michael D. Lazzara Leech Tishman Fuscaldo & Lampl, LLC

Technical classification

Nice Classes

Class 9

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

computer software to help investment advisors conduct marketing and sales and develop and maintain databases related theretoto help investors and investment advisors conduct investment researchperform investment analysisperform trading operationsperform financial accountingprepare tax compliance information and prepare regulatory compliance documentsbut not to compare variable annuities to other investments

Publications

History of USPTO decisions and trademark events.

44 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/08/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/08/2025

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

08/08/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

08/08/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

08/08/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/02/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/02/2021

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

02/02/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/02/2021

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

02/02/2021

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/02/2021

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/11/2018

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

06/07/2018

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

06/07/2018

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

06/07/2018

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/07/2018

E89R

TEAS SECTION 8 & 9 RECEIVED

05/29/2018

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

06/30/2017

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/22/2015

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/15/2015

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

09/10/2008

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

09/10/2008

PLGL

ASSIGNED TO PARALEGAL

09/10/2008

E89R

TEAS SECTION 8 & 9 RECEIVED

07/16/2008

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

07/16/2008

CFIT

CASE FILE IN TICRS

08/14/2007

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

12/20/2004

815F

REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

11/11/2004

E815

TEAS SECTION 8 & 15 RECEIVED

11/11/2004

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/19/2004

R.PR

REGISTERED-PRINCIPAL REGISTER

06/30/1998

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

05/05/1998

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

04/13/1998

CNRT

NON-FINAL ACTION MAILED

02/04/1998

DOCK

ASSIGNED TO EXAMINER

02/02/1998

SUPC

STATEMENT OF USE PROCESSING COMPLETE

01/28/1998

IUAF

USE AMENDMENT FILED

12/09/1997

NOAM

NOA MAILED - SOU REQUIRED FROM APPLICANT

11/18/1997

ETOF

EXTENSION OF TIME TO OPPOSE RECEIVED

01/23/1997

PUBO

PUBLISHED FOR OPPOSITION

12/17/1996

NPUB

NOTICE OF PUBLICATION

11/15/1996

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/11/1996

DOCK

ASSIGNED TO EXAMINER

10/02/1996

DOCK

ASSIGNED TO EXAMINER

09/27/1996

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