Serial Number
97797926
Owner
Peng-win, LLCAttorney
Philip J. ForetFirst Use Date
Mar 1, 2019
Filing Date
Feb 16, 2023
ADVISORBOB Trademark
Serial Number: 97797926 • Registration: 7977074
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Philip J. Foret STRADLEY RONON STEVENS & YOUNG LLP
30 VALLEY STREAM PARKWAY
MALVERN, PA 19355-1481
United States
Trademark Details
Filing Date
February 16, 2023
Registration Date
October 7, 2025
First Use Anywhere
March 1, 2019
First Use in Commerce
March 1, 2019
Published for Opposition
March 12, 2024
Goods & Services
Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing
