TrademarkDir
CLIENT-DRIVEN, ADVISOR-GUIDED
LIVE

Serial Number

87977774

Owner

Adorant Group LLC

Attorney

James Vergara

First Use Date

Jun 30, 2017

Filing Date

May 5, 2017

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CLIENT-DRIVEN, ADVISOR-GUIDED Trademark

Serial Number: 87977774 • Registration: 5515655

CLIENT-DRIVEN, ADVISOR-GUIDED is a trademark filed by Adorant Group LLC on May 5, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Adorant Group LLC (16 trademarks)

155 N. Wacker Drive
Chicago, IL 60606

Entity Type: 16

Trademark Details

Filing Date

May 5, 2017

Registration Date

July 10, 2018

First Use Anywhere

June 30, 2017

First Use in Commerce

June 30, 2017

Published for Opposition

October 10, 2017

Goods & Services

Financial advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap services, namely, financial planning; financial services, namely, wealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial services, namely, wealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Apr 25, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Apr 25, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 25, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Jan 9, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 10, 2023 REM1
WITHDRAWAL OF ATTORNEY GRANTED
May 28, 2021 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
May 28, 2021 WOAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
May 19, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 19, 2021 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
May 19, 2021 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 19, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 19, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
May 19, 2021 COAR
REGISTERED-PRINCIPAL REGISTER
Jul 10, 2018 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jun 8, 2018 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jun 7, 2018 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jun 6, 2018 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Jun 5, 2018 SUPC
SOU EXTENSION 1 GRANTED
Jun 5, 2018 EX1G
DIVISIONAL PROCESSING COMPLETE
Jun 5, 2018 DPCC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jun 5, 2018 AITU
USE AMENDMENT FILED
May 24, 2018 IUAF
SOU EXTENSION 1 FILED
May 24, 2018 EXT1
DIVISIONAL REQUEST RECEIVED
May 24, 2018 DRRR
TEAS REQUEST TO DIVIDE RECEIVED
May 24, 2018 ERTD
SOU TEAS EXTENSION RECEIVED
May 24, 2018 EEXT
TEAS STATEMENT OF USE RECEIVED
May 24, 2018 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 5, 2017 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 10, 2017 NPUB
PUBLISHED FOR OPPOSITION
Oct 10, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 20, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 28, 2017 CNSA
EXAMINER'S AMENDMENT ENTERED
Aug 28, 2017 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Aug 28, 2017 GNEN
EXAMINERS AMENDMENT E-MAILED
Aug 28, 2017 GNEA
EXAMINERS AMENDMENT -WRITTEN
Aug 28, 2017 CNEA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Aug 25, 2017 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Aug 22, 2017 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 4, 2017 CNSA
ASSIGNED TO EXAMINER
Aug 2, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 11, 2017 NWOS
NEW APPLICATION ENTERED
May 9, 2017 NWAP

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