Who owns the CLIENT-DRIVEN, ADVISOR-GUIDED trademark?

The CLIENT-DRIVEN, ADVISOR-GUIDED trademark is owned by Adorant Group LLC.

What class is the CLIENT-DRIVEN, ADVISOR-GUIDED trademark registered in?

The CLIENT-DRIVEN, ADVISOR-GUIDED trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for CLIENT-DRIVEN, ADVISOR-GUIDED?

The USPTO serial number for CLIENT-DRIVEN, ADVISOR-GUIDED is 87977774.

What is the registration number for CLIENT-DRIVEN, ADVISOR-GUIDED?

CLIENT-DRIVEN, ADVISOR-GUIDED is registered under USPTO registration number 5515655.

Sealvo

Home Search: CLIENT-DRIVEN, ADVISOR-GUIDEDCLIENT-DRIVEN, ADVISOR-GUIDED #87977774

Back

Updated Oct 10, 2026·22 searches this week

View on USPTO TSDR Find similar marks

CLI

USPTO Trademark Record

REGISTERED

CLIENT-DRIVEN, ADVISOR-GUIDED

SN 87977774·Reg 5515655·Filed May 05, 2017

Owner Adorant Group LLC

Financial, monetary and banking services; insurance services; real estate services.

CLIENT-DRIVEN, ADVISOR-GUIDED (Serial No. 87977774), Registration No. 5515655, is a registered US trademark filed on May 05, 2017 by Adorant Group LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: July 10, 2028

Mark Intelligence

CLIENT-DRIVEN, ADVISOR-GUIDED (Reg. #5515655) is a registered US trademark that has been protecting its owner, Adorant Group LLC, since 2017. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

May 05, 2017

SERIAL

87977774

REG#

5515655

REGISTERED

Jul 10, 2018

Filing Information

StatusREGISTERED

Filing DateMay 05, 2017

Serial Number87977774

Registration No.5515655

Registration DateJul 10, 2018

Status DateApr 25, 2025

Published for OppositionOct 10, 2017

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 30, 2017

First use in commerce: Jun 30, 2017

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

42 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 25, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Apr 25, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Apr 25, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Jan 09, 2025

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Jul 10, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

May 28, 2021

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

WITHDRAWAL OF ATTORNEY GRANTED

May 28, 2021

WITHDRAWAL OF ATTORNEY GRANTED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

May 19, 2021

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

May 19, 2021

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

May 19, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

May 19, 2021

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

May 19, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

May 19, 2021

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

REGISTERED-PRINCIPAL REGISTER

Jul 10, 2018

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jun 08, 2018

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jun 07, 2018

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jun 06, 2018

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

DIVISIONAL PROCESSING COMPLETE

Jun 05, 2018

DIVISIONAL PROCESSING COMPLETE

SOU EXTENSION 1 GRANTED

Jun 05, 2018

SOU EXTENSION 1 GRANTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jun 05, 2018

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Jun 05, 2018

STATEMENT OF USE PROCESSING COMPLETE

SOU EXTENSION 1 FILED

May 24, 2018

SOU EXTENSION 1 FILED

SOU TEAS EXTENSION RECEIVED

May 24, 2018

SOU TEAS EXTENSION RECEIVED

TEAS REQUEST TO DIVIDE RECEIVED

May 24, 2018

TEAS REQUEST TO DIVIDE RECEIVED

USE AMENDMENT FILED

May 24, 2018

USE AMENDMENT FILED

DIVISIONAL REQUEST RECEIVED

May 24, 2018

DIVISIONAL REQUEST RECEIVED

TEAS STATEMENT OF USE RECEIVED

May 24, 2018

TEAS STATEMENT OF USE RECEIVED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Dec 05, 2017

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Oct 10, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 10, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 20, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 28, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Aug 28, 2017

EXAMINERS AMENDMENT -WRITTEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Aug 28, 2017

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Aug 28, 2017

EXAMINER'S AMENDMENT ENTERED

EXAMINERS AMENDMENT E-MAILED

Aug 28, 2017

EXAMINERS AMENDMENT E-MAILED

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Aug 25, 2017

PREVIOUS ALLOWANCE COUNT WITHDRAWN

WITHDRAWN FROM PUB - OG REVIEW QUERY

Aug 22, 2017

WITHDRAWN FROM PUB - OG REVIEW QUERY

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 04, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Aug 02, 2017

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 11, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

May 09, 2017

NEW APPLICATION ENTERED

Other Marks by Adorant Group LLC

Additional USPTO filings from the same owner.

LOG

LogoMark

86900802

Adorant Group LLC

REGISTERED

MYM

MYMONEYROADMAP

86900790

Adorant Group LLC

REGISTERED

MYM

MYMONEYROADMAP

86983929

Adorant Group LLC

REGISTERED

COA

COACH | CONNECT | COLLABORATE

87977760

Adorant Group LLC

REGISTERED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

ADV

ADVISOR GUIDED

86272018

New York State Higher Education Services Corporation

REGISTERED

CLI

CLIENT DRIVEN...NOT COMMISSION DRIVEN

97577162

Benjamin Management Group, Inc.

REGISTERED

FXC

FXCM CLIENT FIRST · TRADER DRIVEN

90850635

STRATOS GLOBAL SERVICES, LLC

REGISTERED

GUI

GUIDED BY OUTCOMES DRIVEN BY VALUES

88672662

Marc Brutten

REGISTERED

Other Marks by James Vergara

Additional USPTO filings handled by the same attorney of record.

LOG

LogoMark

86900802

REGISTERED

MYM

MYMONEYROADMAP

86900790

REGISTERED

MYM

MYMONEYROADMAP

86983929

REGISTERED

COA

COACH | CONNECT | COLLABORATE

87977760

REGISTERED

CLIENT-DRIVEN, ADVISOR-GUIDED

Run a conflict check

Other Marks by Adorant Group LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by James Vergara

Get pre-filing clearance

Search 14M+ trademarks

Resources

Company