NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04/25/2025
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Official data from USPTO
CLIENT-DRIVEN, ADVISOR-GUIDED
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CLIENT-DRIVEN, ADVISOR-GUIDED
ST13
US500000087977774Class
36
Filing
87977774
Registration
5515655
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
42
Latest update
04/26/2025
Trademark type
Word
Nice classes
36
Filing date
05/05/2017
Registration date
07/10/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/25/2025
Last transaction
04/26/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/30/2017
First use in commerce
06/30/2017
Drawing code
4
Owner type
16
Owner location
Chicago, IL
Examiner
HOFFMAN, DAVID
Current location
Historical data usage
Holders and representatives
Holders
Adorant Group LLC
Representatives
James Vergara Barnes & Thornburg LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap servicesfinancial planning; financial serviceswealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial serviceswealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance
Publications
History of USPTO decisions and trademark events.
42 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04/25/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/25/2025
E815
TEAS SECTION 8 & 15 RECEIVED
01/09/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/10/2023
WOAG
WITHDRAWAL OF ATTORNEY GRANTED
05/28/2021
WOAR
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
05/28/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/19/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/19/2021
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
05/19/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/19/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/19/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/19/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
07/10/2018
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
06/08/2018
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/07/2018
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
06/06/2018
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/05/2018
EX1G
SOU EXTENSION 1 GRANTED
06/05/2018
DPCC
DIVISIONAL PROCESSING COMPLETE
06/05/2018
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/05/2018
IUAF
USE AMENDMENT FILED
05/24/2018
EXT1
SOU EXTENSION 1 FILED
05/24/2018
DRRR
DIVISIONAL REQUEST RECEIVED
05/24/2018
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
05/24/2018
EEXT
SOU TEAS EXTENSION RECEIVED
05/24/2018
EISU
TEAS STATEMENT OF USE RECEIVED
05/24/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/05/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/10/2017
PUBO
PUBLISHED FOR OPPOSITION
10/10/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/20/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/28/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
08/28/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08/28/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
08/28/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/28/2017
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
08/25/2017
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
08/22/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/04/2017
DOCK
ASSIGNED TO EXAMINER
08/02/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/11/2017
NWAP
NEW APPLICATION ENTERED
05/09/2017
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