ADVISORPORT - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 78323846
Serial Number
78323846
Registration Number
3040022
Word Mark
ADVISORPORT
Status
800 - Registered And Renewed
Status Date
2016-03-17
Filing Date
2003-11-06
Registration Number
3040022
Registration Date
2006-01-10
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2005-10-18
Attorney Name
Kirsten R. Rydstrom
Law Office Assigned Location Code
M40
Employee Name
LINCOSKI JR, JOHN T
Statements
Goods and Services
BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING
Goods and Services
FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION
Goods and Services
PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION
Goods and Services
TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS
Goods and Services
PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS
Pseudo Mark
ADVISOR PORT
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2003-12-03
Primary Code
035
First Use Anywhere Date
2000-01-10
First Use In Commerce Date
2000-04-26
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2003-12-03
Primary Code
036
First Use Anywhere Date
2000-01-10
First Use In Commerce Date
2000-04-26
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2005-06-06
Primary Code
041
First Use Anywhere Date
2000-01-10
First Use In Commerce Date
2000-04-26
International 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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2004-12-02
Primary Code
042
First Use Anywhere Date
2000-01-10
First Use In Commerce Date
2000-04-26
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2004-12-02
Primary Code
045
First Use Anywhere Date
2000-01-10
First Use In Commerce Date
2000-04-26
Current Trademark Owners
Party Name
LOCKWOOD ADVISORS, INC.
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
LOCKWOOD ADVISORS, INC.
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
PNC GLOBAL INVESTMENT SERVICING INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
The PNC Financial Services Group, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
The PNC Financial Services Group, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
The PNC Financial Services Group, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Kirsten R. Rydstrom
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration2456332
Trademark Events
Event DateEvent Description
2003-12-03NEW APPLICATION ENTERED IN TRAM
2003-12-09TEAS VOLUNTARY AMENDMENT RECEIVED
2003-12-09CORRESPONDENCE RECEIVED IN LAW OFFICE
2004-05-13ASSIGNED TO EXAMINER
2004-05-27NON-FINAL ACTION MAILED
2004-11-24TEAS RESPONSE TO OFFICE ACTION RECEIVED
2004-11-24CORRESPONDENCE RECEIVED IN LAW OFFICE
2004-12-02AMENDMENT FROM APPLICANT ENTERED
2004-12-02FINAL REFUSAL WRITTEN
2004-12-03FINAL REFUSAL MAILED
2005-05-23TEAS RESPONSE TO OFFICE ACTION RECEIVED
2005-05-23CORRESPONDENCE RECEIVED IN LAW OFFICE
2005-06-06TEAS/EMAIL CORRESPONDENCE ENTERED
2005-06-09EXAMINERS AMENDMENT -WRITTEN
2005-06-09EXAMINERS AMENDMENT MAILED
2005-06-09EXAMINER'S AMENDMENT ENTERED
2005-06-09APPROVED FOR PUB - PRINCIPAL REGISTER
2005-06-24ASSIGNED TO LIE
2005-06-28LAW OFFICE PUBLICATION REVIEW COMPLETED
2005-09-28NOTICE OF PUBLICATION
2005-10-18PUBLISHED FOR OPPOSITION
2006-01-10REGISTERED-PRINCIPAL REGISTER
2010-06-30AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2011-11-30ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2011-12-07AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2012-07-09TEAS SECTION 8 & 15 RECEIVED
2012-07-16CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2012-07-28REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2012-07-28NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2016-01-11TEAS CHANGE OF CORRESPONDENCE RECEIVED
2016-01-11TEAS SECTION 8 & 9 RECEIVED
2016-03-17CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2016-03-17REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2016-03-17REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2016-03-17NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED