TrademarkDir
ADVISORS ASSISTANT
LIVE

Serial Number

75664712

Owner

CLIENT MARKETING SYSTEMS, INC.

Attorney

Joshua W. Newman

First Use Date

Jun 15, 1999

Filing Date

Mar 22, 1999

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ADVISORS ASSISTANT Trademark

Serial Number: 75664712 • Registration: 2951907

ADVISORS ASSISTANT is a trademark filed by CLIENT MARKETING SYSTEMS, INC. on March 22, 1999. The trademark is classified under Class 9 (Computers & Electronics), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

CLIENT MARKETING SYSTEMS, INC. (2 trademarks)

880 PRICE STREET
PISMO BEACH, CA 93449

Entity Type: 03

DEMPSEY, PATRICK A.

880 Price Street
Pismo Beach, CA 93449

Entity Type: 01

ADVISORS ASSISTANT HOLDINGS, INC. (2 trademarks)

2101 ROSECRANS AVE
EL SEGUNDO, CA 90245

Entity Type: 03

FMG SUITE, LLC (29 trademarks)

12395 WORLD TRADE DR.
SAN DIEGO, CA 92128

Entity Type: 16

DEMPSEY, CAROL A.

880 Price Street
Pismo Beach, CA 93449

Entity Type: 01

Trademark Details

Filing Date

March 22, 1999

Registration Date

May 17, 2005

First Use Anywhere

June 15, 1999

First Use in Commerce

June 15, 1999

Published for Opposition

June 10, 2003

Goods & Services

computer software for use by insurance agents and investment representatives in creating and maintaining a database of client information

Computer software consultation and maintaining and updating database computer software

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 22, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 22, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 22, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 22, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 22, 2026 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sep 17, 2025 NA89
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Sep 17, 2025 RNL2
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sep 17, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 17, 2025 APRE
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 14, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 14, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 14, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 14, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 14, 2025 COAR
TEAS SECTION 8 & 9 RECEIVED
May 19, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 17, 2024 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 7, 2022 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 7, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 7, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 7, 2022 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 7, 2022 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 19, 2020 ASGN
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 5, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 5, 2019 REAP
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 24, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 24, 2018 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Aug 1, 2018 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jun 6, 2018 ASCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Nov 16, 2016 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Oct 19, 2016 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Dec 11, 2014 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Dec 11, 2014 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Dec 11, 2014 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 11, 2014 APRE
TEAS SECTION 8 & 9 RECEIVED
Nov 20, 2014 E89R
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Oct 9, 2010 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 8, 2010 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 7, 2010 E815
REGISTERED-PRINCIPAL REGISTER
May 17, 2005 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Mar 24, 2005 REGV
ASSIGNED TO LIE
Mar 23, 2005 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 17, 2005 CNPR
AMENDMENT FROM APPLICANT ENTERED
Mar 4, 2005 ACEC
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 14, 2005 CRFA
PAPER RECEIVED
Feb 14, 2005 MAIL
NON-FINAL ACTION MAILED
Aug 31, 2004 CNRT
UNRESPONSIVE/DUPLICATE PAPER RECEIVED
Feb 27, 2004 UNPR
PAPER RECEIVED
Feb 27, 2004 MAIL
CASE FILE IN TICRS
Feb 20, 2004 CFIT
STATEMENT OF USE PROCESSING COMPLETE
Feb 13, 2004 SUPC
USE AMENDMENT FILED
Oct 16, 2003 IUAF
PAPER RECEIVED
Oct 16, 2003 MAIL
NOA MAILED - SOU REQUIRED FROM APPLICANT
Sep 2, 2003 NOAM
PUBLISHED FOR OPPOSITION
Jun 10, 2003 PUBO
NOTICE OF PUBLICATION
May 21, 2003 NPUB
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 10, 2003 CNSA
ASSIGNED TO EXAMINER
Apr 3, 2003 DOCK
ASSIGNED TO EXAMINER
Apr 3, 2003 DOCK
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 14, 2003 CRFA
PAPER RECEIVED
Mar 14, 2003 MAIL
FINAL REFUSAL MAILED
Dec 18, 2002 CNFR
LETTER OF SUSPENSION MAILED
Feb 23, 2000 CNSL
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 15, 2000 CRFA
NON-FINAL ACTION MAILED
Oct 6, 1999 CNRT
ASSIGNED TO EXAMINER
Sep 20, 1999 DOCK
ASSIGNED TO EXAMINER
Sep 3, 1999 DOCK

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