TrademarkDir
CLIENTWORKS
LIVE

Serial Number

86980765

Owner

LPL Financial LLC

Attorney

Timothy J. Lyden

Filing Date

Jul 17, 2014

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CLIENTWORKS Trademark

Serial Number: 86980765 • Registration: 5097438

CLIENTWORKS is a trademark filed by LPL Financial LLC on July 17, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

LPL Financial LLC (2 trademarks)

4707 Executive Drive
San Diego, CA 92121

Entity Type: 16

Trademark Details

Filing Date

July 17, 2014

Registration Date

December 6, 2016

Published for Opposition

March 3, 2015

Goods & Services

Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jul 17, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jul 17, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jul 17, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 17, 2026 APRE
TEAS SECTION 8 & 9 RECEIVED
May 14, 2026 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Dec 6, 2025 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 14, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 14, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 14, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 14, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 14, 2023 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jan 21, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jan 21, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 14, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 28, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 6, 2021 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 23, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 23, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 23, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 23, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 23, 2021 COAR
REGISTERED-PRINCIPAL REGISTER
Dec 6, 2016 R.PR
NOTICE OF PSEUDO MARK E-MAILED
Nov 3, 2016 MPMK
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 3, 2016 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 2, 2016 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Nov 2, 2016 SUPC
DIVISIONAL PROCESSING COMPLETE
Nov 2, 2016 DPCC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 28, 2016 AITU
USE AMENDMENT FILED
Oct 21, 2016 IUAF
DIVISIONAL REQUEST RECEIVED
Oct 21, 2016 DRRR
TEAS REQUEST TO DIVIDE RECEIVED
Oct 21, 2016 ERTD
TEAS STATEMENT OF USE RECEIVED
Oct 21, 2016 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
May 31, 2016 EXRA
SOU EXTENSION 2 GRANTED
May 28, 2016 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 27, 2016 AITU
SOU EXTENSION 2 FILED
Apr 22, 2016 EXT2
SOU TEAS EXTENSION RECEIVED
Apr 22, 2016 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Oct 15, 2015 EXRA
SOU EXTENSION 1 GRANTED
Oct 14, 2015 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 14, 2015 AITU
SOU EXTENSION 1 FILED
Oct 7, 2015 EXT1
SOU TEAS EXTENSION RECEIVED
Oct 7, 2015 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 28, 2015 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 3, 2015 NPUB
PUBLISHED FOR OPPOSITION
Mar 3, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 11, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 26, 2015 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 26, 2015 CNSA
ATTORNEY REVIEW COMPLETED
Jan 26, 2015 ATRV
DATA MODIFICATION COMPLETED
Jan 23, 2015 DMCC
PAPER RECEIVED
Jan 22, 2015 MAIL
AMENDMENT FROM APPLICANT ENTERED
Jan 13, 2015 ACEC
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 13, 2015 CRFA
PAPER RECEIVED
Jan 12, 2015 MAIL
ASSIGNED TO LIE
Jan 12, 2015 ALIE
NOTIFICATION OF PRIORITY ACTION E-MAILED
Nov 5, 2014 GPRN
PRIORITY ACTION E-MAILED
Nov 5, 2014 GPRA
PRIORITY ACTION WRITTEN
Nov 5, 2014 CPRA
ASSIGNED TO EXAMINER
Oct 29, 2014 DOCK
NOTICE OF PSEUDO MARK E-MAILED
Jul 25, 2014 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 24, 2014 NWOS
NEW APPLICATION ENTERED
Jul 21, 2014 NWAP

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