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Official data from USPTO

ADVISORS ASSISTANT

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ADVISORS ASSISTANT

ST13

US500000075664712

Class

9, 42

Filing

75664712

Registration

2951907

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

65

Latest update

06/24/2026

Trademark type

Word

Nice classes

9, 42

Filing date

03/22/1999

Registration date

05/17/2005

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/17/2025

Last transaction

06/24/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

06/15/1999

First use in commerce

06/15/1999

Drawing code

1

Owner type

16

Owner location

San Diego, CA, US

Examiner

FAINT, MARY CATHERINE

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

FMG SUITE, LLC
ADVISORS ASSISTANT HOLDINGS, INC.
CLIENT MARKETING SYSTEMS, INC.
DEMPSEY, PATRICK A.
DEMPSEY, CAROL A.

Representatives

Joshua W. Newman Reed Smith LLP

Technical classification

Nice Classes

Class 9Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

computer software for use by insurance agents and investment representatives in creating and maintaining a database of client information

Class 42

Computer software consultation and maintaining and updating database computer software

Publications

History of USPTO decisions and trademark events.

65 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/22/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/22/2026

REAP

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

06/22/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

06/22/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

06/22/2026

NA89

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

09/17/2025

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

09/17/2025

89AG

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

09/17/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/17/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/14/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/14/2025

REAP

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

07/14/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

07/14/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

07/14/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

05/19/2025

REM2

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

05/17/2024

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

04/07/2022

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/07/2022

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/07/2022

REAP

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

04/07/2022

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

04/07/2022

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

02/19/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/05/2019

REAP

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

04/05/2019

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

09/24/2018

REAP

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

09/24/2018

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

08/01/2018

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

06/06/2018

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

11/16/2016

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

10/19/2016

NA89

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

12/11/2014

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

12/11/2014

89AG

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

12/11/2014

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/11/2014

E89R

TEAS SECTION 8 & 9 RECEIVED

11/20/2014

C15A

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

10/09/2010

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/08/2010

E815

TEAS SECTION 8 & 15 RECEIVED

10/07/2010

R.PR

REGISTERED-PRINCIPAL REGISTER

05/17/2005

REGV

LAW OFFICE REGISTRATION REVIEW COMPLETED

03/24/2005

ALIE

ASSIGNED TO LIE

03/23/2005

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

03/17/2005

ACEC

AMENDMENT FROM APPLICANT ENTERED

03/04/2005

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/14/2005

MAIL

PAPER RECEIVED

02/14/2005

CNRT

NON-FINAL ACTION MAILED

08/31/2004

UNPR

UNRESPONSIVE/DUPLICATE PAPER RECEIVED

02/27/2004

MAIL

PAPER RECEIVED

02/27/2004

CFIT

CASE FILE IN TICRS

02/20/2004

SUPC

STATEMENT OF USE PROCESSING COMPLETE

02/13/2004

IUAF

USE AMENDMENT FILED

10/16/2003

MAIL

PAPER RECEIVED

10/16/2003

NOAM

NOA MAILED - SOU REQUIRED FROM APPLICANT

09/02/2003

PUBO

PUBLISHED FOR OPPOSITION

06/10/2003

NPUB

NOTICE OF PUBLICATION

05/21/2003

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/10/2003

DOCK

ASSIGNED TO EXAMINER

04/03/2003

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/14/2003

MAIL

PAPER RECEIVED

03/14/2003

CNFR

FINAL REFUSAL MAILED

12/18/2002

CNSL

LETTER OF SUSPENSION MAILED

02/23/2000

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/15/2000

CNRT

NON-FINAL ACTION MAILED

10/06/1999

DOCK

ASSIGNED TO EXAMINER

09/20/1999

DOCK

ASSIGNED TO EXAMINER

09/03/1999

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