REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/01/2025
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Official data from USPTO
ADVICEWORKS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ADVICEWORKS
ST13
US500000087981985Class
35, 42
Filing
87981985
Registration
6211580
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
56
Latest update
12/02/2025
Trademark type
Word
Nice classes
35, 42
Filing date
06/05/2018
Registration date
12/01/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/01/2020
Last transaction
12/02/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
07/10/2018
First use in commerce
07/10/2018
Drawing code
4
Owner type
03
Owner location
El Segundo, CA
Examiner
MEIER,SHARON A
Law office
M30
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Cetera Financial Holdings, Inc.
Representatives
Dyan Finguerra-DuCharme PRYOR CASHMAN LLP
Technical classification
Nice Classes
Class 35Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business management services for professionals in the fields of clearing and trading for investment transactions; Business management services for professionals in the field of retirement planning; Data management services for use in electronic data aggregation and storage for professionals in the fields of retirement planning and financial planning; Providing online marketing information for others in the field of retirement planning
Class 42
Temporary use of on-line non-downloadable computer softwareweb-based software applicationssoftware platformsfor use in managingstoringanalyzingaggregating and transmitting financial account information in the fields of retirement planning and financial planning; Temporary use of on-line non-downloadable computer softwareweb-based software applicationssoftware platforms for collectinganalyzingorganizingstoring and transmitting data and information in the field of retirement planning; Temporary use of on-line non-downloadable computer softwareweb-based software applicationssoftware platforms for collectinganalyzingorganizingstoring and transmitting account data and information; Temporary use of on-line non-downloadable computer softwareweb-based software applicationssoftware platform for financial account data aggregation
Publications
History of USPTO decisions and trademark events.
56 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/09/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/09/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/09/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/09/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/09/2021
EXPT
EXPARTE APPEAL TERMINATED
12/01/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
12/01/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/27/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/24/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/01/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/01/2020
EPPA
TEAS POST PUBLICATION AMENDMENT RECEIVED
09/29/2020
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
09/24/2020
EXPI
EX PARTE APPEAL-INSTITUTED
06/10/2020
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
06/10/2020
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
06/10/2020
RDX3
NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
05/29/2020
RDX1
ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
05/29/2020
RRDX
ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
05/29/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/06/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/06/2020
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
05/06/2020
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
12/10/2019
GNFR
FINAL REFUSAL E-MAILED
12/10/2019
CNFR
SU - FINAL REFUSAL - WRITTEN
12/10/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/15/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/15/2019
ALIE
ASSIGNED TO LIE
11/15/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/05/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/23/2019
GNRT
NON-FINAL ACTION E-MAILED
10/23/2019
CNRT
SU - NON-FINAL ACTION - WRITTEN
10/23/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/26/2019
DPCC
DIVISIONAL PROCESSING COMPLETE
09/26/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/26/2019
IUAF
USE AMENDMENT FILED
09/12/2019
DRRR
DIVISIONAL REQUEST RECEIVED
09/12/2019
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
09/12/2019
EISU
TEAS STATEMENT OF USE RECEIVED
09/12/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/02/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/05/2019
PUBO
PUBLISHED FOR OPPOSITION
02/05/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/16/2019
ALIE
ASSIGNED TO LIE
12/28/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/08/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
12/08/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
12/08/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
12/08/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
12/08/2018
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
09/28/2018
GPRA
PRIORITY ACTION E-MAILED
09/28/2018
CPRA
PRIORITY ACTION WRITTEN
09/28/2018
DOCK
ASSIGNED TO EXAMINER
09/22/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/11/2018
NWAP
NEW APPLICATION ENTERED
06/08/2018
Continuous trademark protection
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