TrademarkDir
CLIENT360
LIVE

Serial Number

78458411

Owner

ADVISOR360, LLC

Attorney

Daniel Hwang

First Use Date

Aug 2, 2004

Filing Date

Jul 28, 2004

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CLIENT360 Trademark

Serial Number: 78458411 • Registration: 3099175

CLIENT360 is a trademark filed by ADVISOR360, LLC on July 28, 2004. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

ADVISOR360, LLC (21 trademarks)

133 BOSTON POST ROAD
WESTON, MA 02493

Entity Type: 16

Commonwealth Equity Services, Inc. (30 trademarks)

One University Office Park
Waltham, MA 021543423

Entity Type: 03

Commonwealth Equity Services, LLP

29 Sawyer Road
Waltham, MA 01462

Entity Type: 99

Trademark Details

Filing Date

July 28, 2004

Registration Date

May 30, 2006

First Use Anywhere

August 2, 2004

First Use in Commerce

August 2, 2004

Published for Opposition

November 1, 2005

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
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 30, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 30, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 30, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 30, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 30, 2025 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 25, 2019 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
Aug 22, 2016 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Aug 22, 2016 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 22, 2016 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 22, 2016 APRE
TEAS SECTION 8 & 9 RECEIVED
May 31, 2016 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 31, 2016 TCCA
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
May 8, 2013 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 8, 2013 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 2, 2013 APRE
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 19, 2012 ASCK
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Dec 17, 2012 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Jun 18, 2012 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 7, 2012 APRE
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
May 30, 2012 815F
TEAS SECTION 8 & 15 RECEIVED
May 30, 2012 E815
REGISTERED-PRINCIPAL REGISTER
May 30, 2006 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Apr 14, 2006 REGV
ASSIGNED TO LIE
Apr 7, 2006 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 4, 2006 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Mar 4, 2006 SUPC
USE AMENDMENT FILED
Feb 17, 2006 IUAF
TEAS STATEMENT OF USE RECEIVED
Feb 17, 2006 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Jan 24, 2006 NOAM
PUBLISHED FOR OPPOSITION
Nov 1, 2005 PUBO
NOTICE OF PUBLICATION
Oct 12, 2005 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 8, 2005 PREV
ASSIGNED TO LIE
Sep 2, 2005 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 29, 2005 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 26, 2005 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 19, 2005 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 19, 2005 TROA
NON-FINAL ACTION MAILED
Mar 17, 2005 CNRT
NON-FINAL ACTION WRITTEN
Mar 17, 2005 CNRT
ASSIGNED TO EXAMINER
Mar 2, 2005 DOCK
NEW APPLICATION ENTERED
Aug 9, 2004 NWAP

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