CLIENT ADVISOR

Live / Registered — Registered and renewed (as of 18 Dec 2025)

What this means for you

Registered since 06 Sept 2005. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 06 Sept 2035: the §8 & §9 renewal).

Record

Serial number
76594048
Registration number
2993440
Mark type
Word mark
Filed
26 May 2004
Registered
06 Sept 2005
Current term from
06 Sept 2025
Next maintenance filing
§8 & §9 renewal, due by 06 Sept 2035 (grace period to 06 Mar 2036)
Attorney of record
Natalie J. Dean

Goods and services

  • Class 035 — Advertising and business services: licensing of performance and relationship management software used by banks to manage client relationships

Owner

Prosecution history

  • 18 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 18 Dec 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 18 Dec 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 15 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Sept 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 06 Sept 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 09 Aug 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 04 Aug 2016 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 04 Aug 2016 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 24 Feb 2016 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 30 Sept 2015 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 29 Jun 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 29 Jun 2015 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 29 Jun 2015 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 14 May 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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