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Official data from USPTO

UNIFIED DATA FABRIC

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

UNIFIED DATA FABRIC

ST13

US500000090621540

Class

36, 42

Filing

90621540

Registration

7133846

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

34

Latest update

02/19/2026

Trademark type

Word

Nice classes

36, 42

Filing date

04/02/2021

Registration date

08/08/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

08/08/2023

Last transaction

02/19/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

07/12/2021

First use in commerce

07/12/2021

Drawing code

4

Owner type

16

Owner location

Weston, MA

Examiner

YAO, GRETTA

Law office

M90

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

ADVISOR360°, LLC

Representatives

Daniel Hwang Spencer Fane LLP

Technical classification

Nice Classes

Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesfinancial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investorsfinancial advisorsfinancial institutions

Class 42

Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investorsfinancial advisorsfinancial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receivingcompiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positionsforecastsrecommendations for investorsfinancial advisorsfinancial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accountsincluding multiple accounts related to members of the same familysingle generation or multi-generationalin order to inform asset managementgoal-planningasset allocationrisk managementportfolio performance

Publications

History of USPTO decisions and trademark events.

34 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

02/17/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/17/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/17/2026

REAP

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

02/17/2026

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

08/08/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

08/08/2023

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

07/01/2023

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

06/30/2023

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

06/14/2023

SUPC

STATEMENT OF USE PROCESSING COMPLETE

06/13/2023

EX1G

SOU EXTENSION 1 GRANTED

06/13/2023

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

06/13/2023

NREV

NOTICE OF REVIVAL - E-MAILED

04/28/2023

IUAF

USE AMENDMENT FILED

04/27/2023

EISU

TEAS STATEMENT OF USE RECEIVED

04/27/2023

TPEX

SOU EXTENSION RECEIVED WITH TEAS PETITION

04/27/2023

PETG

PETITION TO REVIVE-GRANTED

04/27/2023

PROA

TEAS PETITION TO REVIVE RECEIVED

04/27/2023

MAB6

ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED

04/17/2023

ABN6

ABANDONMENT - NO USE STATEMENT FILED

04/17/2023

EXT1

SOU EXTENSION 1 FILED

03/13/2023

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

09/13/2022

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/19/2022

PUBO

PUBLISHED FOR OPPOSITION

07/19/2022

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/29/2022

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/10/2022

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

05/20/2022

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

05/20/2022

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

05/20/2022

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

11/23/2021

GNRT

NON-FINAL ACTION E-MAILED

11/23/2021

CNRT

NON-FINAL ACTION WRITTEN

11/23/2021

DOCK

ASSIGNED TO EXAMINER

11/16/2021

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/22/2021

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