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ADVISOR360
Live/Registered
REGISTERED AND RENEWED

on 02 Apr 2021

Last Applicant/ Owned by

133 BOSTON POST ROAD

WESTON

MA

02493

Serial Number

77862449 filed on 02th Nov 2009

Registration Number

3892041 registered on 21st Dec 2010

in the Principal Register

Correspondent Address

Louis J. Franco

Louis J. Franco

250 Arbor Street

LUNENBURG MA 01462

Filing Basis

1. use application currently

Disclaimer

NO DATA

ADVISOR360

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS 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 F Read More

Classification Information


Class [036]
Insurance & Financial Services


PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS


First Use Date in General

19th Feb 2009

First Use Date in Commerce

19th Feb 2009

Class [042]
Computer & Software Services & Scientific 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


First Use Date in General

19th Feb 2009

First Use Date in Commerce

19th Feb 2009

Mark Details


Serial Number

No 77862449

Mark Type

No Service Mark

Attorney Docket Number

No 2005-302

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
02th Apr 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02th Apr 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02th Apr 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02th Apr 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
20th Dec 2020TEAS SECTION 8 & 9 RECEIVED
25th Sep 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
16th Jan 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03rd Aug 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
03rd Aug 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03rd Aug 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.