THE ADVISOR LAB 401(K) TOOLKIT
DEAD

Serial Number

86133556

Owner

The Advisor Lab, LLC

Attorney

Philip J. Foret

First Use Date

Jun 30, 2011

Filing Date

Dec 3, 2013

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THE ADVISOR LAB 401(K) TOOLKIT Trademark

Serial Number: 86133556

THE ADVISOR LAB 401(K) TOOLKIT is a trademark filed by The Advisor Lab, LLC on December 3, 2013. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently no longer active.

Owner Contact Info

The Advisor Lab, LLC (11 trademarks)

Suite 1000
Philadelphia, PA 19103

Entity Type: 16

Trademark Details

Filing Date

December 3, 2013

Registration Date

Not Registered

First Use Anywhere

June 30, 2011

First Use in Commerce

June 30, 2011

Published for Opposition

May 12, 2015

Goods & Services

Providing a website featuring financial information and reports to assist financial advisors in identifying, benchmarking, comparing and proposing retirement plans

Providing web-based solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data and reports to assist in identifying, benchmarking, comparing and proposing retirement plans and creating related reports

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 22, 2026 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 27, 2017 ASCK
ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Jul 12, 2017 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Jul 12, 2017 ABN2
FINAL REFUSAL MAILED
Dec 14, 2016 CNFR
SU - FINAL REFUSAL - WRITTEN
Dec 13, 2016 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 23, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 23, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 4, 2016 TROA
NON-FINAL ACTION MAILED
May 5, 2016 CNRT
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 4, 2016 ASCK
SU - NON-FINAL ACTION - WRITTEN
May 4, 2016 CNRT
ASSIGNED TO EXAMINER
Apr 16, 2016 DOCK
STATEMENT OF USE PROCESSING COMPLETE
Feb 11, 2016 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 10, 2016 AITU
USE AMENDMENT FILED
Jan 6, 2016 IUAF
TEAS STATEMENT OF USE RECEIVED
Jan 6, 2016 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Jul 7, 2015 NOAM
PUBLISHED FOR OPPOSITION
May 12, 2015 PUBO
NOTICE OF PUBLICATION
Apr 22, 2015 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 3, 2015 PREV
ASSIGNED TO LIE
Mar 30, 2015 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 12, 2015 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 17, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 17, 2015 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Feb 17, 2015 ERFR
FINAL REFUSAL MAILED
Aug 14, 2014 CNFR
FINAL REFUSAL WRITTEN
Aug 13, 2014 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 25, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 24, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 24, 2014 TROA
NON-FINAL ACTION MAILED
Jan 27, 2014 CNRT
NON-FINAL ACTION WRITTEN
Jan 24, 2014 CNRT
ASSIGNED TO EXAMINER
Jan 16, 2014 DOCK
NOTICE OF PSEUDO MARK MAILED
Dec 14, 2013 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 13, 2013 NWOS
NEW APPLICATION ENTERED
Dec 6, 2013 NWAP