TrademarkDir
ADVISORBOB
LIVE

Serial Number

97797962

Owner

Peng-win, LLC

Attorney

Philip J. Foret

First Use Date

Mar 1, 2019

Filing Date

Feb 16, 2023

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ADVISORBOB Trademark

Serial Number: 97797962 • Registration: 7977075

ADVISORBOB is a trademark filed by Peng-win, LLC on February 16, 2023. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Peng-win, LLC (2 trademarks)

1075 Parson Curry Road
Malvern, PA 19355

Entity Type: 16

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 7, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 7, 2025 R.PR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 3, 2025 NRCC
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 17, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 17, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Sep 5, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 4, 2025 AITU
USE AMENDMENT FILED
Apr 17, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 17, 2025 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Nov 7, 2024 EXRA
SOU EXTENSION 1 GRANTED
Nov 7, 2024 EX1G
SOU EXTENSION 1 FILED
Nov 7, 2024 EXT1
SOU TEAS EXTENSION RECEIVED
Nov 7, 2024 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
May 7, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 12, 2024 NPUB
PUBLISHED FOR OPPOSITION
Mar 12, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 21, 2024 NONP
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 21, 2024 NPUB
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 29, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 29, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 28, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 28, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 22, 2023 GNRN
NON-FINAL ACTION E-MAILED
Nov 22, 2023 GNRT
NON-FINAL ACTION WRITTEN
Nov 22, 2023 CNRT
ASSIGNED TO EXAMINER
Nov 15, 2023 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Mar 8, 2023 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 7, 2023 NWOS
NEW APPLICATION ENTERED
Feb 20, 2023 NWAP

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