NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/24/2026
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Official data from USPTO
TRUE ROBO ADVISOR
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
TRUE ROBO ADVISOR
ST13
US500000086563019Class
36
Filing
86563019
Registration
5722543
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
61
Latest update
01/25/2026
Trademark type
Word
Nice classes
36
Filing date
03/13/2015
Registration date
04/09/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/24/2026
Last transaction
01/25/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/30/2018
First use in commerce
09/30/2018
Drawing code
4
Owner type
16
Owner location
FOLLY BEACH, SC
Examiner
HARDY LUDLOW, TARAH KIM
Current location
Historical data usage
Holders and representatives
Holders
PAGNATO, LLC
TRUEFIDUCIARY INSTITUTE
PAGNATOKARP PARTNERS, LLC
Odin, Feldman & Pittleman, PC
Representatives
Kevin Oliveira Odin, Feldman & Pittleman PC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesadvice relating to investmentsasset managementcash managementcharitable monetary giving through financial and estate planning; financial analysis and consultationfinancial planning consultationfinancial portfolio managementfinancial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocksbondssecurities and equities; investment management; investment servicesasset acquisitionconsultationdevelopment and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis servicesfinancial analysis; financial consulting in the field of financial information management
Publications
History of USPTO decisions and trademark events.
61 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/24/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/13/2026
E815
TEAS SECTION 8 & 15 RECEIVED
10/08/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/09/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
10/28/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
10/07/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/30/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
04/09/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/05/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/04/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/01/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/27/2019
IUAF
USE AMENDMENT FILED
02/07/2019
EISU
TEAS STATEMENT OF USE RECEIVED
02/07/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/17/2018
EX2G
SOU EXTENSION 2 GRANTED
08/15/2018
EXT2
SOU EXTENSION 2 FILED
08/15/2018
EEXT
SOU TEAS EXTENSION RECEIVED
08/15/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/16/2018
EX1G
SOU EXTENSION 1 GRANTED
02/14/2018
EXT1
SOU EXTENSION 1 FILED
02/14/2018
EEXT
SOU TEAS EXTENSION RECEIVED
02/14/2018
DOCK
ASSIGNED TO EXAMINER
11/27/2017
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
08/15/2017
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/28/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/20/2017
PUBO
PUBLISHED FOR OPPOSITION
06/20/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/31/2017
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
05/18/2017
EXPT
EXPARTE APPEAL TERMINATED
05/02/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/01/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/01/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/01/2017
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
04/20/2017
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
03/08/2017
GNSL
LETTER OF SUSPENSION E-MAILED
03/08/2017
CNSL
SUSPENSION LETTER WRITTEN
03/08/2017
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
02/15/2017
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
08/01/2016
GNSL
LETTER OF SUSPENSION E-MAILED
08/01/2016
CNSL
SUSPENSION LETTER WRITTEN
08/01/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/15/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/15/2016
ALIE
ASSIGNED TO LIE
07/15/2016
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
07/11/2016
EXPI
EX PARTE APPEAL-INSTITUTED
07/11/2016
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
07/11/2016
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
07/11/2016
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
01/10/2016
GNFR
FINAL REFUSAL E-MAILED
01/10/2016
CNFR
FINAL REFUSAL WRITTEN
01/10/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/22/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/21/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/21/2015
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/21/2015
CNRT
NON-FINAL ACTION MAILED
06/25/2015
CNRT
NON-FINAL ACTION WRITTEN
06/24/2015
DOCK
ASSIGNED TO EXAMINER
06/18/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/24/2015
NWAP
NEW APPLICATION ENTERED
03/17/2015
Continuous trademark protection
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