NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/14/2025
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Official data from USPTO
EVOLUTION FINANCIAL ADVISORS
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
01/14/2025
Trademark type
Combined
Nice classes
35
Filing date
08/01/2023
Registration date
01/14/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/14/2025
Last transaction
01/14/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
12/31/2016
First use in commerce
12/31/2016
Drawing code
3
Owner type
03
Owner location
Victor, NY
Examiner
MANCA, ALBERTO
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of the stylized wording "EVOLUTION FINANCIAL ADVISORS", with the first letter "O" in the word "EVOLUTION" represented by a large blue swirl surrounding two smaller gold swirls and a blue circle placed in the center of the overall design. The remaining letters in the word "EVOLUTION" are colored in gold and the wording "FINANCIAL ADVISORS" is colored in blue.
Holders and representatives
Holders
Evolution Financial Advisors, Inc.
Representatives
Alana M. Fuierer HESLIN ROTHENBERG FARLEY & MESITI P.C.
Technical classification
Nice Classes
Class 35
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
usiness support services to independent financial professionalsbusiness counseling being business consulting services; Back-office supportoffice administrative services and providing office functions; Business efficiency expert services and business networking with similar businesses; Business development services for independent financial professionalsstrategic partner development; Provision of back-office and management services being office administration; Provision of compliance tracking and management services for business purposesfinancial record-keeping for regulatory compliance purposesbusiness consulting services in the field of regulation compliance; Back-office services for independent financial professionalsbusiness administration consulting and business records management; Consulting and customer analyticsmarket analysisprocess analytics in the nature of the development of processes for the implementation of strategy plans and management projects; Business consulting services for independent financial professionalsbusiness management and operation assistance to independent financial professionals in the fields of technology set up and maintenancebranding and marketingadministrative and operational services; Business organization and operation consultancy for independent financial professionalsoffice administration servicessupport staff services in the nature of providing office support staffcompensation review services being market analysis services to determine competitiveness of employee salariesbusiness organization and operation consultation services; Providing technical aid and assistance to independent financial professionals in the operations of their businesses being business operation consulting services; Providing office support staff services for independent financial professionals and fee-based financial planning programs; Business administration and managementcommercial administration of insurance licensing for states being tracking and monitoring insurance compliance for business purposes and security registration for broker-dealer firms representatives and advisors in the nature of recording and registering the transfer of securities; Providing corporate services to independent financial professionalsadministering a program for enabling participants in the nature of independent financial advisors to obtain discount savings on third-party goods and services; Providing corporate services to independent financial professionalsproviding business advisory information and distribution of business advisory materials in connection therewith; Outsourcing services in the field of customer support; analysis in the nature of customer service management for independent financial professionals; Outsourcing services for providing customer services in the financial industrycall center support being operation of telephone call centers for others and back-end processing being office administrative services for independent financial professionals; Providing sales consultation services to external third-party licensed broker dealer representatives and independent financial professionalsproviding business development services in the form of lead generation and marketing consultation for the sale of financial planning services and sale of insurance and investment products; On-line comprehensive professional networking services provided to independent financial professionals; Providing marketing support to independent financial professionals in the nature of providing marketing information and distribution of marketing materials in connection therewith; Direct marketing and telemarketing services for independent financial professionals and other entities providing similar servicespreparing mailing lists and customized promotional materials; Support services for independent financial professionalsproviding business consulting services in the nature of business optimization support for others via identifying workflow and business process efficienciesidentifying business growth opportunities and identifying business operations and staffing optimization models
Publications
History of USPTO decisions and trademark events.
22 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
01/14/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/26/2024
PUBO
PUBLISHED FOR OPPOSITION
11/26/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/20/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/28/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
10/28/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/28/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
10/28/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/28/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/03/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/03/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/03/2024
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
06/26/2024
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
06/26/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/03/2024
GNRT
NON-FINAL ACTION E-MAILED
04/03/2024
CNRT
NON-FINAL ACTION WRITTEN
04/03/2024
DOCK
ASSIGNED TO EXAMINER
04/02/2024
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
08/31/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/30/2023
NWAP
NEW APPLICATION ENTERED
08/04/2023
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