ADVISER INVESTMENTS, LLC logo

ADVISER INVESTMENTS, LLC

13 Marks
LLC
First Filed:Nov 17, 1999Latest Filed:Mar 21, 2019Address:85 Wells Avenue, Newton, MA 02459

Portfolio Overview

Registered
3(23%)
Dead
10(77%)
Previous
15

Top Classes

Class 36
Insurance, Financial Services & Real Estate
11(85%)
Class 41
Education and Entertainment
2(15%)

TTAB Proceedings

No litigation activity

Top Firms

Taft Stettinius & Hollister ...(Aug 2023)
19
Preti Flaherty Beliveau & Pa...(Jun 2012)
8
Davis, Malm & D'Agostine, P....(Nov 1999)
1

Trademark Portfolio

28 results

(current & previous marks)

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Filed
Registered
Last Activity
THE ADVISER YOU CAN TALK TO
THE ADVISER YOU CAN TALK TO
Service Mark
Word
REGISTERED
Owner:
Serial:88350841
Filed:Mar 21, 2019
Classes:41
Registration:5868244
Registered:Sep 24, 2019
Goods & Services
Entertainment services, namely, providing podcasts in the field of investment and financial topics
THE ADVISER YOU CAN TALK TO PODCAST
THE ADVISER YOU CAN TALK TO PODCAST
Service Mark
Word
REGISTERED
Owner:
Serial:88350645
Filed:Mar 21, 2019
Classes:41
Registration:5942118
Registered:Dec 24, 2019
Goods & Services
Entertainment services, namely, providing podcasts in the field of investment and financial topics; "PODCAST"
ACTIVE ACUMEN
ACTIVE ACUMEN
Service Mark
Word
CANCELLED
Owner:
Serial:87621275
Filed:Sep 25, 2017
Classes:36
Registration:5752184
Registered:May 14, 2019
Goods & Services
Investment advisory services for individual investors, namely, establishing and managing a portfolio of passive Exchange Traded Funds that closely correlate with the composition and price behavior of a managed mutual fund portfolio; "ACTIVE"
YOUR CONCERNS ARE AS IMPORTANT AS YOUR RETURNS
YOUR CONCERNS ARE AS IMPORTANT AS YOUR RETURNS
Service Mark
Word
CANCELLED
Owner:
Serial:85654494
Filed:Jun 18, 2012
Classes:36
Registration:4617970
Registered:Oct 7, 2014
YOU'RE NOT RETIRED FROM LIFE
YOU'RE NOT RETIRED FROM LIFE
Service Mark
Word
CANCELLED
Owner:
Serial:85654469
Filed:Jun 18, 2012
Classes:36
Registration:4808828
Registered:Sep 8, 2015
YOU TALK, WE LISTEN
YOU TALK, WE LISTEN
Service Mark
Word
CANCELLED
Owner:
Serial:85654439
Filed:Jun 18, 2012
Classes:36
Registration:4818217
Registered:Sep 22, 2015
BUILDING YOUR RETIREMENT BRICK BY BRICK
BUILDING YOUR RETIREMENT BRICK BY BRICK
Service Mark
Word
CANCELLED
Owner:
Serial:85653095
Filed:Jun 15, 2012
Classes:36
Registration:4808825
Registered:Sep 8, 2015
FOR A RETIREMENT SOLID AS STONE
FOR A RETIREMENT SOLID AS STONE
Service Mark
Word
CANCELLED
Owner:
Serial:85653130
Filed:Jun 15, 2012
Classes:36
Registration:4808826
Registered:Sep 8, 2015
INVESTING YOUR MONEY LIKE IT'S MOM'S
INVESTING YOUR MONEY LIKE IT'S MOM'S
Service Mark
Word
CANCELLED
Owner:
Serial:85653142
Filed:Jun 15, 2012
Classes:36
Registration:4818215
Registered:Sep 22, 2015
THE SAVVY INVESTOR CATCHES THE WORM
THE SAVVY INVESTOR CATCHES THE WORM
Service Mark
Word
CANCELLED
Owner:
Serial:85653159
Filed:Jun 15, 2012
Classes:36
Registration:4818216
Registered:Sep 22, 2015
BRAVER
BRAVER
Service Mark
Combined
REGISTERED
Owner:
Serial:78976474
Filed:Apr 14, 2006
Classes:36
Registration:5153044
Registered:Mar 13, 2007
Goods & Services
Class 036: Financial analysis and consultation; investment management; financial planning; financial management; business valuation; estate planning
FORTUNE BUILDERS, NOT FORTUNE TELLERS
FORTUNE BUILDERS, NOT FORTUNE TELLERS
Service Mark
Word
CANCELLED
Owner:
Serial:76392609
Filed:Apr 9, 2002
Classes:36
Registration:2956441
Registered:May 31, 2005
Goods & Services
Financial investment services in the nature of fund families
ADVISER INVESTMENT MANAGEMENT
ADVISER INVESTMENT MANAGEMENT
Service Mark
Word
CANCELLED
Owner:
Serial:75851333
Filed:Nov 17, 1999
Classes:36
Registration:2440480
Registered:Apr 3, 2001
Goods & Services
INVESTMENT SERVICES IN THE NATURE OF FINANCIAL INVESTMENT MANAGEMENT; "INVESTMENT MANAGEMENT"
RWA WEALTH PARTNERS
RWA WEALTH PARTNERS
Service Mark
Combined
Previous
ITU
PENDING
Owner:
Serial:98149174
Filed:Aug 24, 2023
Classes:35, 36
Goods & Services
Financial services, namely, wealth management services, investment advisory services, family office wealth and investment management services, estate planning, trustee services, and consultancy services relating to insurance and financial risk management; Tax and taxation planning, advice, information and consultancy services; "WEALTH PARTNERS"
RWA
RWA
Service Mark
Word
Previous
ITU
PENDING
Owner:
Serial:98085113
Filed:Jul 14, 2023
Classes:35, 36
Goods & Services
Financial services, namely, wealth management services, investment advisory services, family office wealth and investment management services, estate planning, trustee services, and consultancy services relating to insurance and financial risk management; Tax and taxation planning, advice, information and consultancy services
RWA WEALTH PARTNERS
RWA WEALTH PARTNERS
Service Mark
Word
Previous
ITU
PENDING
Owner:
Serial:98085103
Filed:Jul 14, 2023
Classes:35, 36
Goods & Services
Financial services, namely, wealth management services, investment advisory services, family office wealth and investment management services, estate planning, trustee services, and consultancy services relating to insurance and financial risk management; Tax and taxation planning, advice, information and consultancy services; "WEALTH PARTNERS"
VALORA WEALTH PARTNERS
VALORA WEALTH PARTNERS
Service Mark
Word
Previous
ABANDONED
Owner:
Serial:98085111
Filed:Jul 14, 2023
Classes:35
Goods & Services
"WEALTH PARTNERS"
ELIGENT
ELIGENT
Service Mark
Word
Previous
ABANDONED
Owner:
Serial:97880612
Filed:Apr 10, 2023
Classes:35
INTELLENT
INTELLENT
Service Mark
Word
Previous
ABANDONED
Owner:
Serial:97880615
Filed:Apr 10, 2023
Classes:35
SMARTFUL
SMARTFUL
Service Mark
Word
Previous
ABANDONED
Owner:
Serial:97880618
Filed:Apr 10, 2023
Classes:35
ADVISER CAPITAL
ADVISER CAPITAL
Service Mark
Combined
Previous
REGISTERED
Owner:
Serial:90492065
Filed:Jan 27, 2021
Classes:36
Registration:6626541
Registered:Jan 25, 2022
Goods & Services
investment services in the nature of financial investment management; "ADVISER CAPITAL"
90397888
90397888
Service Mark
Design
Previous
REGISTERED
Owner:
Serial:90397888
Filed:Dec 21, 2020
Classes:36
Registration:6626003
Registered:Jan 25, 2022
Goods & Services
investment services in the nature of financial investment management
THE PLANNER YOU CAN TALK TO
THE PLANNER YOU CAN TALK TO
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:88148032
Filed:Oct 9, 2018
Classes:36
Registration:6428698
Registered:Jul 20, 2021
Goods & Services
Financial planning services
ADVISER INVESTMENTS
ADVISER INVESTMENTS
Service Mark
Combined
Previous
REGISTERED
Owner:
Serial:77333835
Filed:Nov 20, 2007
Classes:36
Registration:3479727
Registered:Aug 5, 2008
Goods & Services
Investment services in the nature of financial investment management; "ADVISER INVESTMENTS"
AN INVESTMENT ADVISER YOU CAN TALK TO
AN INVESTMENT ADVISER YOU CAN TALK TO
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:77293943
Filed:Oct 2, 2007
Classes:36
Registration:3544656
Registered:Dec 9, 2008
Goods & Services
Investment services, namely, investment consultation and investment management
BUY THE MANAGER, NOT THE FUND
BUY THE MANAGER, NOT THE FUND
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:77171628
Filed:May 3, 2007
Classes:36
Registration:3371954
Registered:Jan 22, 2008
Goods & Services
Investment management services
BRAVER
BRAVER
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:78976406
Filed:Apr 14, 2006
Classes:36
Registration:5153043
Registered:Mar 13, 2007
Goods & Services
Financial analysis and consultation; investment management; financial planning; financial management; business valuation; estate planning
WHERE YOUR CONCERNS ARE AS IMPORTANT AS YOUR RETURNS
WHERE YOUR CONCERNS ARE AS IMPORTANT AS YOUR RETURNS
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:76647557
Filed:Sep 28, 2005
Classes:36
Registration:3179071
Registered:Dec 5, 2006
Goods & Services
Investment and money management services

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