ADVISOR OS
Advisor OS, LLC
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OneLook
Acronym Finder
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| Serial Number | 87307213 |
| Registration Number | 5649886 |
| Mark Drawing Code | 4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form |
| Attorney Name | Aaron R. Keith |
| Attorney Docket Number | 0602-03209 |
| Law Office Assigned | M70 |
| Employee Name | MORRIS, KRISTINA KLOIB |
Timeline
| 2017-01-19 | Application Filed |
| 2017-02-01 | Date of First Use |
| 2018-07-31 | Published for Opposition |
| 2018-12-01 | Location: PUBLICATION AND ISSUE SECTION |
| 2019-01-08 | Status: Live/Registered |
| 2019-01-08 | Trademark Registered |
| 2019-01-08 | Transaction Date |
Trademark Applicants & Owners
| Owner: |  Advisor OS, LLC |
| Address | 870 South Denton Tap Road, Suite 250 Coppell TX 75019 |
| Legal Entity Type | Limited Liability Company |
| Legal Entity State | TX |
Documents
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Attorney of Record
Good, Services, and Codes
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Global investment research services; Investment consultation; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others |
Trademark Filing History
| Description | Date | Event Coding |
|---|---|---|
| NEW APPLICATION ENTERED IN TRAM | 2017-01-23 | 1 NWAP I:Incoming Correspondence |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2017-01-26 | 2 NWOS I:Incoming Correspondence |
| ASSIGNED TO EXAMINER | 2017-04-14 | 3 DOCK D:Assigned to Examiner |
| NON-FINAL ACTION WRITTEN | 2017-04-20 | 4 CNRT R:Renewal |
| NON-FINAL ACTION E-MAILED | 2017-04-20 | 5 GNRT F:First Action |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2017-04-20 | 6 GNRN O:Outgoing Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2017-10-20 | 7 TROA I:Incoming Correspondence |
| ASSIGNED TO LIE | 2017-10-31 | 8 ALIE A:Allowance for Publication |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2017-11-06 | 9 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2017-11-06 | 10 TEME I:Incoming Correspondence |
| SUSPENSION LETTER WRITTEN | 2017-11-27 | 11 CNSL R:Renewal |
| LETTER OF SUSPENSION E-MAILED | 2017-11-27 | 12 GNSL S: |
| NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | 2017-11-27 | 13 GNS3 O:Outgoing Correspondence |
| LIE CHECKED SUSP - TO ATTY FOR ACTION | 2018-05-29 | 14 RCCK S: |
| FINAL REFUSAL WRITTEN | 2018-06-21 | 15 CNFR R:Renewal |
| FINAL REFUSAL E-MAILED | 2018-06-21 | 16 GNFR O:Outgoing Correspondence |
| NOTIFICATION OF FINAL REFUSAL EMAILED | 2018-06-21 | 17 GNFN O:Outgoing Correspondence |
| EXAMINERS AMENDMENT -WRITTEN | 2018-06-21 | 18 CNEA R:Renewal |
| EXAMINERS AMENDMENT E-MAILED | 2018-06-21 | 19 GNEA O:Outgoing Correspondence |
| NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | 2018-06-21 | 20 GNEN O:Outgoing Correspondence |
| EXAMINER'S AMENDMENT ENTERED | 2018-06-21 | 21 XAEC I:Incoming Correspondence |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2018-06-25 | 22 CNSA P: |
| NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 2018-07-11 | 23 NONP E:E-Mail |
| PUBLISHED FOR OPPOSITION | 2018-07-31 | 24 PUBO A:Allowance for Publication |
| OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 2018-07-31 | 25 NPUB E:E-Mail |
| NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 2018-09-25 | 26 NOAM E:E-Mail |
| TEAS STATEMENT OF USE RECEIVED | 2018-11-14 | 27 EISU I:Incoming Correspondence |
| CASE ASSIGNED TO INTENT TO USE PARALEGAL | 2018-12-01 | 28 AITU A:Allowance for Publication |
| USE AMENDMENT FILED | 2018-11-14 | 29 IUAF S: |
| STATEMENT OF USE PROCESSING COMPLETE | 2018-12-01 | 30 SUPC I:Incoming Correspondence |
| ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | 2018-12-01 | 31 CNPR P: |
| NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | 2018-12-04 | 32 SUNA E:E-Mail |
| REGISTERED-PRINCIPAL REGISTER | 2019-01-08 | 33 R.PR A:Allowance for Publication |
| COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | 2024-01-08 | 34 REM1 E:E-Mail |
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