YOUR COMPLETE FINANCIAL LIFE
Live / Registered — Registered and renewed (as of 26 Oct 2023)
What this means for you
Registered since 30 Oct 2012. 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 30 Oct 2032: the §8 & §9 renewal).
Record
- Serial number
- 77924378
- Registration number
- 4234369
- Mark type
- Slogan / phrase
- Filed
- 31 Jan 2010
- Published for opposition
- 04 Jan 2011
- Registered
- 30 Oct 2012
- Current term from
- 30 Oct 2022
- Next maintenance filing
- §8 & §9 renewal, due by 30 Oct 2032 (grace period to 30 Apr 2033)
- Attorney of record
- Daniel Hwang
Goods and services
- Class 036 — Insurance and financial services: PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS
- Class 042 — Scientific and technological services: PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE TO CLIENTS FOR VIEWING AND ANALYZING FINANCIAL-BASED DATA
Owner
- ADVISOR360, LLC, WESTON, MA
- COMMONWEALTH EQUITY SERVICES, INC., WALTHAM, MA
- Commonwealth Equity Services, LLP, Waltham, MA
- Commonwealth Equity Services, LLP, Waltham, MA
- Commonwealth Equity Services, LLP, Waltham, MA
Prosecution history
- 17 Feb 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 17 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 26 Oct 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 26 Oct 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 26 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 May 2023 — TEAS SECTION 8 & 9 RECEIVED
- 25 Sept 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 18 Sept 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 23 Nov 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
- 23 Nov 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 15 Nov 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 30 Oct 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED