ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/06/2026
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Official data from USPTO
THE ADVISOR LAB
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE ADVISOR LAB
ST13
US500000077708897Class
35, 36, 41
Filing
77708897
Registration
4198807
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
60
Latest update
05/07/2026
Trademark type
Word
Nice classes
35, 36, 41
Filing date
04/07/2009
Registration date
08/28/2012
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/08/2022
Last transaction
05/07/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/06/2009
First use in commerce
01/06/2009
Drawing code
4
Owner type
16
Owner location
PHILADELPHIA, PA, US
Examiner
MCCAULEY, BRENDAN D
Law office
M50
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
PCS RETIREMENT, LLC
The Advisor Lab, LLC
Representatives
Camille M. Miller Cozen O'Connor
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocksshares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others
Class 36
Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management
Class 41
Investment broker sales training; conducting seminars and workshops in the field of financial investment for investment brokers
Publications
History of USPTO decisions and trademark events.
60 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01/22/2026
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/23/2025
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02/08/2022
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02/08/2022
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02/08/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/08/2022
E89R
TEAS SECTION 8 & 9 RECEIVED
08/31/2021
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/28/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/28/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/28/2019
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/06/2018
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/06/2018
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/06/2018
E815
TEAS SECTION 8 & 15 RECEIVED
08/27/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/27/2018
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/27/2017
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/04/2016
R.PR
REGISTERED-PRINCIPAL REGISTER
08/28/2012
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
07/21/2012
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
07/20/2012
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/20/2012
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/20/2012
IUAF
USE AMENDMENT FILED
07/03/2012
EISU
TEAS STATEMENT OF USE RECEIVED
07/03/2012
DOCK
ASSIGNED TO EXAMINER
05/04/2012
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
02/01/2012
EX1G
SOU EXTENSION 1 GRANTED
01/31/2012
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
01/31/2012
EXT1
SOU EXTENSION 1 FILED
01/05/2012
EEXT
SOU TEAS EXTENSION RECEIVED
01/05/2012
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
07/05/2011
PUBO
PUBLISHED FOR OPPOSITION
05/10/2011
NPUB
NOTICE OF PUBLICATION
04/20/2011
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/01/2011
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/30/2011
CNEA
EXAMINERS AMENDMENT MAILED
03/21/2011
XAEC
EXAMINER'S AMENDMENT ENTERED
03/18/2011
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/18/2011
EXPT
EXPARTE APPEAL TERMINATED
02/18/2011
EXFB
EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF
01/03/2011
RECD
ACTION DENYING REQ FOR RECON MAILED
10/07/2010
CNCF
ACTION CONTINUING FINAL - COMPLETED
10/07/2010
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/22/2010
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/22/2010
ALIE
ASSIGNED TO LIE
09/22/2010
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
09/08/2010
EXPI
EX PARTE APPEAL-INSTITUTED
09/08/2010
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
09/08/2010
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
09/08/2010
CNFR
FINAL REFUSAL MAILED
03/08/2010
CNFR
FINAL REFUSAL WRITTEN
03/06/2010
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/29/2009
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/29/2009
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/29/2009
CNRT
NON-FINAL ACTION MAILED
06/29/2009
CNRT
NON-FINAL ACTION WRITTEN
06/26/2009
DOCK
ASSIGNED TO EXAMINER
06/24/2009
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/10/2009
NWAP
NEW APPLICATION ENTERED
04/10/2009
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