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Official data from USPTO

ADVISOR TO CEO

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ADVISOR TO CEO

ST13

US500000090659103

Class

42

Filing

90659103

Registration

7700225

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

33

Latest update

02/25/2025

Trademark type

Word

Nice classes

42

Filing date

04/20/2021

Registration date

02/25/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/25/2025

Last transaction

02/25/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

11/25/2019

First use in commerce

11/25/2019

Drawing code

4

Owner type

16

Owner location

St. Petersburg, FL

Examiner

SNABB, SANDRA

Law office

N20

Current location

INTENT TO USE SECTION

Holders and representatives

Holders

Dynasty Financial Partners, LLC

Representatives

B. Anna McCoy MCCOY RUSSELL LLP

Technical classification

Nice Classes

Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 42

Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients

Publications

History of USPTO decisions and trademark events.

33 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

02/25/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

02/25/2025

DP1B

1(B) BASIS DELETED; PROCEED TO REGISTRATION

07/03/2024

EARE

EARLY EXTENSION OF USE REFUSED

07/03/2024

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

06/24/2024

IUCN

NOTICE OF ALLOWANCE CANCELLED

06/06/2024

EEXT

SOU TEAS EXTENSION RECEIVED

06/05/2024

EPPA

TEAS POST PUBLICATION AMENDMENT RECEIVED

05/28/2024

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

12/02/2023

EX1G

SOU EXTENSION 1 GRANTED

11/30/2023

EXT1

SOU EXTENSION 1 FILED

11/30/2023

EEXT

SOU TEAS EXTENSION RECEIVED

11/30/2023

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

06/06/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/11/2023

PUBO

PUBLISHED FOR OPPOSITION

04/11/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/22/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/06/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/03/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/03/2023

ALIE

ASSIGNED TO LIE

03/02/2023

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

12/20/2022

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

07/15/2022

GNFR

FINAL REFUSAL E-MAILED

07/15/2022

CNFR

FINAL REFUSAL WRITTEN

07/15/2022

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/18/2022

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/17/2022

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/17/2022

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/20/2021

GNRT

NON-FINAL ACTION E-MAILED

12/20/2021

CNRT

NON-FINAL ACTION WRITTEN

12/20/2021

DOCK

ASSIGNED TO EXAMINER

12/13/2021

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/28/2021

NWAP

NEW APPLICATION ENTERED

04/23/2021

Continuous trademark protection

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