Word

ADVISORBASE

Status

Registered

Status Code

700

Status Date

Tuesday, April 28, 2020

Serial Number

88215068

Registration Number

6043461

Registration Date

Tuesday, April 28, 2020

Mark Type

4000

Filing Date

Monday, December 3, 2018

Published for Opposition

Tuesday, July 9, 2019

Trademark Owner History

Strategic Alternative Funds Group, LLC - Original Registrant

Classifications

9 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

42 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 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; providing online, non-downloadable mobile application 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 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

ADVISOR BASE

Trademark Events

Dec 22, 2020

Applicant/Correspondence Changes (Non-Responsive) Entered

Dec 22, 2020

Teas Change Of Correspondence Received

Dec 22, 2020

Attorney/Dom.Rep.Revoked And/Or Appointed

Dec 22, 2020

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Dec 22, 2020

Teas Change Of Owner Address Received

Apr 28, 2020

Registered-Principal Register

Mar 26, 2020

Notice Of Acceptance Of Statement Of Use E-Mailed

Mar 25, 2020

Allowed Principal Register - Sou Accepted

Mar 20, 2020

Statement Of Use Processing Complete

Mar 3, 2020

Use Amendment Filed

Mar 20, 2020

Case Assigned To Intent To Use Paralegal

Mar 3, 2020

Teas Statement Of Use Received

Sep 3, 2019

Noa Mailed - Sou Required From Applicant

Jul 9, 2019

Published For Opposition

Jun 19, 2019

Notice Of Publication

May 30, 2019

Assigned To Lie

May 17, 2019

Examiners Amendment Mailed

May 16, 2019

Approved For Pub - Principal Register

May 16, 2019

Examiner's Amendment Entered

May 16, 2019

Examiners Amendment -Written

Dec 26, 2018

Non-Final Action Mailed

Dec 26, 2018

Non-Final Action Written

Dec 26, 2018

Assigned To Examiner

Dec 20, 2018

New Application Office Supplied Data Entered

Dec 6, 2018

New Application Entered