TrademarkDir
ADVISOR360
LIVE

Serial Number

77862449

Owner

COMMONWEALTH EQUITY SERVICES, LLC

Attorney

Daniel Hwang

First Use Date

Feb 19, 2009

Filing Date

Nov 2, 2009

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ADVISOR360 Trademark

Serial Number: 77862449 • Registration: 3892041

ADVISOR360 is a trademark filed by COMMONWEALTH EQUITY SERVICES, LLC on November 2, 2009. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

COMMONWEALTH EQUITY SERVICES, LLC (29 trademarks)

29 SAWYER ROAD
WALTHAM, MA 02453

Entity Type: 16

ADVISOR360, LLC (21 trademarks)

133 BOSTON POST ROAD
WESTON, MA 02493

Entity Type: 16

Commonwealth Equity Services LLP

One University Office Park, 29 Sawyer Rd
Waltham, MA 02154

Entity Type: 21

Trademark Details

Filing Date

November 2, 2009

Registration Date

December 21, 2010

First Use Anywhere

February 19, 2009

First Use in Commerce

February 19, 2009

Published for Opposition

October 5, 2010

Goods & Services

PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 17, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 17, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 17, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 17, 2026 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Apr 2, 2021 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Apr 2, 2021 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Apr 2, 2021 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 2, 2021 APRE
TEAS SECTION 8 & 9 RECEIVED
Dec 20, 2020 E89R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 25, 2019 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 16, 2019 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Aug 3, 2017 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 3, 2017 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 3, 2017 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 20, 2017 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 20, 2017 TCCA
REGISTERED-PRINCIPAL REGISTER
Dec 21, 2010 R.PR
PUBLISHED FOR OPPOSITION
Oct 5, 2010 PUBO
NOTICE OF PUBLICATION
Sep 15, 2010 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Aug 30, 2010 PREV
ASSIGNED TO LIE
Aug 30, 2010 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 16, 2010 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 13, 2010 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 12, 2010 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 12, 2010 TROA
NON-FINAL ACTION MAILED
Feb 12, 2010 CNRT
NON-FINAL ACTION WRITTEN
Feb 11, 2010 CNRT
ASSIGNED TO EXAMINER
Feb 8, 2010 DOCK
NOTICE OF PSEUDO MARK MAILED
Nov 6, 2009 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 5, 2009 NWOS
NEW APPLICATION ENTERED
Nov 5, 2009 NWAP

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