ADVISORBASE Trademark Information

Strategic Alternative Funds Group, LLC

Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuit...

Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment...

This is a brand page for the ADVISORBASE trademark by Strategic Alternative Funds Group, LLC  in New York, NY, 10010.

Write a review about a product or service associated with this ADVISORBASE trademark. Or, contact the owner Strategic Alternative Funds Group, LLC of the ADVISORBASE trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the ADVISORBASE trademark.

Status Update! On Monday, June 3, 2019, status on the ADVISORBASE trademark changed to PUBLICATION/ISSUE REVIEW COMPLETE.

On Monday, December 3, 2018, a U.S. federal trademark registration was filed for ADVISORBASE. The USPTO has given the ADVISORBASE trademark serial number of 88215068. The current federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE. The correspondent listed for ADVISORBASE is BETH H. ALTER of SEWARD & KISSEL LLP, ONE BATTERY PARK PLAZA, NEW YORK, NY 10004 . The ADVISORBASE trademark is filed in the category of Computer & Software Products & Electrical & Scientific Products , Computer & Software Services & Scientific Services . The description provided to the USPTO for ADVISORBASE is Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services.

Word mark: ADVISORBASE
Status/Status Date:
PUBLICATION/ISSUE REVIEW COMPLETE
6/3/2019
Serial Number: 88215068
Filing Date: 12/3/2018
Registration Number: NOT AVAILABLE
Registration Date: NOT AVAILABLE
Goods and Services: Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 7/9/2019
Last Applicant/Owner: Strategic Alternative Funds Group, LLC
New York, NY 10010
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Principal
Disclaimer: (NOT AVAILABLE)
Correspondent:
SEWARD & KISSEL LLP
ONE BATTERY PARK PLAZA
NEW YORK, NY 10004

Trademark Events

Event Date: Event Description
2019-05-30 ASSIGNED TO LIE
2019-05-17 EXAMINERS AMENDMENT MAILED
2019-05-16 APPROVED FOR PUB - PRINCIPAL REGISTER
2019-05-16 EXAMINER'S AMENDMENT ENTERED
2019-05-16 EXAMINERS AMENDMENT -WRITTEN
2018-12-26 NON-FINAL ACTION MAILED
2018-12-26 NON-FINAL ACTION WRITTEN
2018-12-26 ASSIGNED TO EXAMINER
2018-12-20 NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2018-12-06 NEW APPLICATION ENTERED IN TRAM

Classification Information

Intent to Use Trademark - Applicant has not submitted proof of use in commerce the the USPTO.

Primary Class: Class Details:
Class (009)
Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
First Use Anywhere: : Not provided
First Use In Commerce: Not provided
Class (042)
Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
First Use Anywhere: : Not provided
First Use In Commerce: Not provided

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Current Trademark Status:
6/3/2019
PUBLICATION/ISSUE REVIEW COMPLETE
Correspondent Search:

BETH H. ALTER is a correspondent of ADVISORBASE trademark.

Current Overall Rating:
RatingRatingRatingRatingRating (0 review)
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