ADVISORTRUST

Serial Number 86133789
Registration 5078290
702

Registration Progress

Application Filed
Dec 3, 2013
Under Examination
Mar 1, 2016
Approved for Publication
Dec 16, 2015
Published for Opposition
Jan 5, 2016
Registered
Nov 8, 2016

Attorney Assistance

Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20161108)
Due: Nov 08, 2026 310 days

Trademark Image

ADVISORTRUST

Basic Information

Serial Number
86133789
Registration Number
5078290
Filing Date
December 3, 2013
Registration Date
November 8, 2016
Published for Opposition
January 5, 2016
Drawing Code
3

Status Summary

Current Status
Active
Status Code
702
Status Date
May 5, 2022
Registration
Registered
Classes
036

Rights Holder

PCS RETIREMENT, LLC

16
Address
1818 Market Street, Suite 930
Philadelphia, PA 19103

Ownership History

AdvisorTrust, Inc.

Original Applicant
03
Sioux Falls, SD

AdvisorTrust, Inc.

Owner at Publication
03
Sioux Falls, SD

AdvisorTrust, Inc.

Original Registrant
03
Sioux Falls, SD

PCS RETIREMENT, LLC

New Owner After Registration #1
16
Philadelphia, PA

Legal Representation

Attorney
Camille M. Miller

USPTO Deadlines

Next Deadline
310 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20161108)
Due Date
November 08, 2026
Grace Period Ends
May 08, 2027

Application History

50 events
Date Code Type Description Documents
Dec 22, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Dec 22, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Dec 22, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Dec 22, 2025 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Dec 22, 2025 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Dec 23, 2025 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Nov 8, 2025 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Oct 10, 2022 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Oct 10, 2022 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Oct 10, 2022 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Oct 10, 2022 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 10, 2022 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
May 5, 2022 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
May 5, 2022 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Apr 27, 2022 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Nov 9, 2021 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Nov 8, 2021 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Aug 28, 2019 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Aug 28, 2019 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Aug 14, 2019 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jan 10, 2018 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Sep 27, 2017 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Nov 8, 2016 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Oct 5, 2016 SUNA O NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED Loading...
Oct 4, 2016 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Sep 14, 2016 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Aug 19, 2016 IUAF S USE AMENDMENT FILED Loading...
Sep 13, 2016 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Aug 19, 2016 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
May 4, 2016 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Mar 1, 2016 NOAM O NOA MAILED - SOU REQUIRED FROM APPLICANT Loading...
Jan 5, 2016 PUBO A PUBLISHED FOR OPPOSITION Loading...
Dec 16, 2015 NPUB O NOTICE OF PUBLICATION Loading...
Dec 1, 2015 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Nov 30, 2015 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Nov 30, 2015 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Nov 30, 2015 ERFR I TEAS REQUEST FOR RECONSIDERATION RECEIVED Loading...
Jun 5, 2015 CNFR O FINAL REFUSAL MAILED Loading...
Jun 4, 2015 CNFR R FINAL REFUSAL WRITTEN Loading...
Apr 29, 2015 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Apr 28, 2015 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Apr 28, 2015 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Oct 28, 2014 CNRT O NON-FINAL ACTION MAILED Loading...
Oct 27, 2014 CNRT R NON-FINAL ACTION WRITTEN Loading...
Sep 19, 2014 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Sep 19, 2014 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Sep 19, 2014 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Mar 19, 2014 CNRT F NON-FINAL ACTION MAILED Loading...
Mar 18, 2014 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 14, 2014 DOCK D ASSIGNED TO EXAMINER Loading...

Detailed Classifications

Class 036
TRUST SERVICES, NAMELY, INVESTMENT AND TRUST COMPANY SERVICES INCLUDING TRUST MANAGEMENT, PLANNING, OPERATION, AND ADMINISTRATION
First Use Anywhere: 20131200
First Use in Commerce: 20131200

Additional Information

Design Mark
The mark consists of a half light blue, half dark blue triangle with a sunburst cutout at the bottom next to the wording "ADVISORTRUST", with "ADVISOR" in light blue and "TRUST" in dark blue.
Color Claim
The color(s) light blue and dark blue is/are claimed as a feature of the mark.
Pseudo Mark
ADVISOR TRUST

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"ADVISOR TRUST"