QUOTIENT ADVISOR
LIVE

Serial Number

99109356

Owner

Shift 45, LLC

Attorney

Kim Cooper

Filing Date

Mar 28, 2025

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QUOTIENT ADVISOR Trademark

Serial Number: 99109356

QUOTIENT ADVISOR is a trademark filed by Shift 45, LLC on March 28, 2025. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 45 (Legal & Security Services), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Shift 45, LLC (2 trademarks)

16789 BERNARDO CENTER DR.
SAN DIEGO, CA 92128

Entity Type: 16

Trademark Details

Filing Date

March 28, 2025

Registration Date

Not Registered

Published for Opposition

October 7, 2025

Goods & Services

Internet-based social networking services; Social networking services in the field of wealth advising and wealth management provided via a website; Online social networking services; Online social networking services in the field of wealth advising and wealth management

Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of wealth advising and wealth management and distribution of training material in connection therewith; Arranging and conducting of training courses in the field of wealth advising and wealth management; Providing training in the field of wealth advising and wealth management; Organizing, arranging, and conducting social entertainment events in the field of wealth management; Event management services being organizing, arranging and conducting educational events in the field of wealth management

Downloadable software in the nature of a mobile application for use in advising and consulting in the field of wealth management

Providing financial information via a web site; Providing information in the field of wealth management; Financial services, namely, wealth management services

Business marketing consulting services; Business management consulting services in the field of wealth advising and wealth management; Business development consulting services; Business management in the field of wealth management; Organizing business networking events in the field of wealth management; Organizing, promoting and conducting exhibitions, tradeshows and events for business purposes

Providing a web site featuring temporary use of non-downloadable software for use in financial planning, portfolio analysis, and wealth tracking in the field of wealth advising and wealth management

Filing History

TEAS STATEMENT OF USE RECEIVED
May 31, 2026 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 2, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 7, 2025 NPUB
PUBLISHED FOR OPPOSITION
Oct 7, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 1, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 5, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 5, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 5, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 5, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 5, 2025 CNEA
ASSIGNED TO EXAMINER
Aug 29, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 28, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Mar 28, 2025 MAFR
NEW APPLICATION ENTERED
Mar 28, 2025 NWAP