ADVICEWORKS
LIVE

Serial Number

87981985

Owner

CETERA FINANCIAL HOLDINGS, INC.

Attorney

Dyan Finguerra-DuCharme

First Use Date

Jul 10, 2018

Filing Date

Jun 5, 2018

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ADVICEWORKS Trademark

Serial Number: 87981985 • Registration: 6211580

ADVICEWORKS is a trademark filed by CETERA FINANCIAL HOLDINGS, INC. on June 5, 2018. The trademark is classified under Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CETERA FINANCIAL HOLDINGS, INC. (47 trademarks)

200 N. SEPULVEDA BLVD., SUITE 1200
EL SEGUNDO, CA 90245

Entity Type: 03

Trademark Details

Filing Date

June 5, 2018

Registration Date

December 1, 2020

First Use Anywhere

July 10, 2018

First Use in Commerce

July 10, 2018

Published for Opposition

February 5, 2019

Goods & Services

Business management services for professionals in the fields of clearing and trading for investment transactions; Business management services for professionals in the field of retirement planning; Data management services for use in electronic data aggregation and storage for professionals in the fields of retirement planning and financial planning; Providing online marketing information for others in the field of retirement planning

Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms, namely, for use in managing, storing, analyzing, aggregating and transmitting financial account information in the fields of retirement planning and financial planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting data and information in the field of retirement planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting account data and information; Temporary use of on-line non-downloadable computer software, web-based software applications, software platform for financial account data aggregation

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 1, 2025 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 9, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 9, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 9, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 9, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 9, 2021 COAR
EXPARTE APPEAL TERMINATED
Dec 1, 2020 EXPT
REGISTERED-PRINCIPAL REGISTER
Dec 1, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 27, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 24, 2020 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 1, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 1, 2020 CRFA
TEAS POST PUBLICATION AMENDMENT RECEIVED
Sep 29, 2020 EPPA
JURISDICTION RESTORED TO EXAMINING ATTORNEY
Sep 24, 2020 JURT
EX PARTE APPEAL-INSTITUTED
Jun 10, 2020 EXPI
JURISDICTION RESTORED TO EXAMINING ATTORNEY
Jun 10, 2020 JURT
EXPARTE APPEAL RECEIVED AT TTAB
Jun 10, 2020 EXAF
NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
May 29, 2020 RDX3
ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
May 29, 2020 RDX1
ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
May 29, 2020 RRDX
TEAS/EMAIL CORRESPONDENCE ENTERED
May 6, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 6, 2020 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
May 6, 2020 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Dec 10, 2019 GNFN
FINAL REFUSAL E-MAILED
Dec 10, 2019 GNFR
SU - FINAL REFUSAL - WRITTEN
Dec 10, 2019 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 15, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 15, 2019 CRFA
ASSIGNED TO LIE
Nov 15, 2019 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 5, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 23, 2019 GNRN
NON-FINAL ACTION E-MAILED
Oct 23, 2019 GNRT
SU - NON-FINAL ACTION - WRITTEN
Oct 23, 2019 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Sep 26, 2019 SUPC
DIVISIONAL PROCESSING COMPLETE
Sep 26, 2019 DPCC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 26, 2019 AITU
USE AMENDMENT FILED
Sep 12, 2019 IUAF
DIVISIONAL REQUEST RECEIVED
Sep 12, 2019 DRRR
TEAS REQUEST TO DIVIDE RECEIVED
Sep 12, 2019 ERTD
TEAS STATEMENT OF USE RECEIVED
Sep 12, 2019 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 2, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 5, 2019 NPUB
PUBLISHED FOR OPPOSITION
Feb 5, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 16, 2019 NONP
ASSIGNED TO LIE
Dec 28, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 8, 2018 CNSA
EXAMINER'S AMENDMENT ENTERED
Dec 8, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Dec 8, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Dec 8, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Dec 8, 2018 CNEA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Sep 28, 2018 GPRN
PRIORITY ACTION E-MAILED
Sep 28, 2018 GPRA
PRIORITY ACTION WRITTEN
Sep 28, 2018 CPRA
ASSIGNED TO EXAMINER
Sep 22, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 11, 2018 NWOS
NEW APPLICATION ENTERED
Jun 8, 2018 NWAP