VIDA
Advisor360°, Llc
Application Filed: 2021-04-14
Trademark Application Details
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
| Research |
OneLook
Acronym Finder
|
| Serial Number | 90645671 |
| Mark Drawing Code | 4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form |
| Attorney Name | Louis J. Franco |
| Attorney Docket Number | 2020-905 |
Timeline
| 2021-04-14 | Application Filed |
| 2021-07-23 | Location: NEW APPLICATION PROCESSING |
| 2021-07-23 | Status: Live/Pending |
| 2021-07-23 | Transaction Date |
Trademark Applicants & Owners
| Owner: |  ADVISOR360°, LLC |
| Address | 133 Boston Road Weston MA 01462 |
| Legal Entity Type | Limited Liability Company |
| Legal Entity State | MA |
Documents
 Application | MULTI | 2021-04-14 |
 Drawing | JPEG | 2021-04-14 |
Attorney of Record
Good, Services, and Codes
| International Codes: | 35 |
| U.S. Codes: | 100,101,102 |
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| International Codes: | 42 |
| U.S. Codes: | 100,101 |
| Type Code | Type |
|---|---|
| GS0421 | Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, including, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances. Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management. A web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same. Providing just-in-time data (or real-time) data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components |
Trademark Filing History
| Description | Date | Event Coding |
|---|---|---|
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2021-07-23 | 1 NWOS I:Incoming Correspondence |
| ASSIGNED TO EXAMINER | 2021-11-16 | 2 DOCK D:Assigned to Examiner |
| NON-FINAL ACTION WRITTEN | 2021-11-17 | 3 CNRT R:Renewal |
| NON-FINAL ACTION E-MAILED | 2021-11-17 | 4 GNRT F:First Action |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2021-11-17 | 5 GNRN O:Outgoing Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2022-03-27 | 6 TROA I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2022-03-27 | 7 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2022-03-28 | 8 TEME I:Incoming Correspondence |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2022-04-14 | 9 CNSA P: |
| NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 2022-04-27 | 10 NONP E:E-Mail |
| PUBLISHED FOR OPPOSITION | 2022-05-17 | 11 PUBO A:Allowance for Publication |
| OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 2022-05-17 | 12 NPUB E:E-Mail |
| NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 2022-07-12 | 13 NOAM E:E-Mail |
| ABANDONMENT - NO USE STATEMENT FILED | 2023-02-13 | 14 ABN6 S: |
| ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED | 2023-02-13 | 15 MAB6 E:E-Mail |
| TEAS PETITION TO REVIVE RECEIVED | 2023-03-08 | 16 PROA I:Incoming Correspondence |
| PETITION TO REVIVE-GRANTED | 2023-03-08 | 17 PETG O:Outgoing Correspondence |
| EXTENSION RECEIVED WITH TEAS PETITION | 2023-03-08 | 18 TPEX I:Incoming Correspondence |
| NOTICE OF REVIVAL - E-MAILED | 2023-03-08 | 19 NREV E:E-Mail |
| CASE ASSIGNED TO INTENT TO USE PARALEGAL | 2023-04-26 | 20 AITU A:Allowance for Publication |
| SOU EXTENSION 1 FILED | 2023-01-12 | 21 EXT1 S: |
| SOU EXTENSION 1 GRANTED | 2023-04-27 | 22 EX1G S: |
| NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | 2023-04-28 | 23 EXRA E:E-Mail |
| TEAS EXTENSION RECEIVED | 2023-07-08 | 24 EEXT I:Incoming Correspondence |
| SOU EXTENSION 2 FILED | 2023-07-08 | 25 EXT2 S: |
| SOU EXTENSION 2 GRANTED | 2023-07-08 | 26 EX2G S: |
| NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | 2023-07-11 | 27 EXRA E:E-Mail |
| SOU TEAS EXTENSION RECEIVED | 2024-01-05 | 28 EEXT I:Incoming Correspondence |
| SOU EXTENSION 3 FILED | 2024-01-05 | 29 EXT3 S: |
| SOU EXTENSION 3 GRANTED | 2024-01-05 | 30 EX3G S: |
| NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | 2024-01-09 | 31 EXRA E:E-Mail |
Similar Marks
uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.
While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.
All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.
| 