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Official data from USPTO

ADVISOR FORUM

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ADVISOR FORUM

ST13

US500000098503659

Class

36

Filing

98503659

Registration

7741181

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

14

Latest update

03/26/2025

Trademark type

Word

Nice classes

36

Filing date

04/16/2024

Registration date

03/25/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/25/2025

Last transaction

03/26/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

2024-09-00

First use in commerce

2024-09-00

Drawing code

4

Owner type

16

Owner location

Newport Beach, CA

Examiner

HAN, JOANNA

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Pacific Investment Management Company LLC

Representatives

Perry J. Viscounty LATHAM & WATKINS LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Investment consulting; financial servicesinvestment managementinvestment advicefunds investmentinvestment consultation and investment of funds for others; financial planning for retirement; investment advice in the fields of finance and retirement; investment management in the field of retirement; financial planning for retirementproviding a framework for financial and retirement planningproviding outcome-oriented financial advice; financial adviceproviding a framework for financial planning and retirement in the nature of decumulationspending down in retirement

Publications

History of USPTO decisions and trademark events.

14 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

03/25/2025

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

03/25/2025

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

03/03/2025

IUAA

USE AMENDMENT ACCEPTED

03/03/2025

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

01/27/2025

IUAF

USE AMENDMENT FILED

01/27/2025

EAAU

TEAS AMENDMENT OF USE RECEIVED

01/27/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

01/27/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

11/01/2024

GNRT

NON-FINAL ACTION E-MAILED

11/01/2024

CNRT

NON-FINAL ACTION WRITTEN

11/01/2024

DOCK

ASSIGNED TO EXAMINER

10/30/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/16/2024

NWAP

NEW APPLICATION ENTERED

04/16/2024

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