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, US

Portfolio Overview

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15

Top Classes

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

TTAB Proceedings

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Trademark Portfolio

28 results

(current & previous marks)

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Filed
Registered
Last Activity
THE ADVISER YOU CAN TALK TO
CANCELLED
Owner:
Serial:88350841
Filed:Mar 21, 2019
Classes:41
Registration:5868244
Registered:Sep 24, 2019
Description: Entertainment services, namely, providing podcasts in the field of investment and financial topics
THE ADVISER YOU CAN TALK TO PODCAST
CANCELLED
Owner:
Serial:88350645
Filed:Mar 21, 2019
Classes:41
Registration:5942118
Registered:Dec 24, 2019
Description: 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
Description: 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
Owner:
Serial:85654494
Filed:Jun 18, 2012
Classes:36
Registration:4617970
Registered:Oct 7, 2014
YOU'RE NOT RETIRED FROM LIFE
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
Owner:
Serial:85653095
Filed:Jun 15, 2012
Classes:36
Registration:4808825
Registered:Sep 8, 2015
FOR A RETIREMENT SOLID AS STONE
CANCELLED
Owner:
Serial:85653130
Filed:Jun 15, 2012
Classes:36
Registration:4808826
Registered:Sep 8, 2015
INVESTING YOUR MONEY LIKE IT'S MOM'S
CANCELLED
Owner:
Serial:85653142
Filed:Jun 15, 2012
Classes:36
Registration:4818215
Registered:Sep 22, 2015
THE SAVVY INVESTOR CATCHES THE WORM
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
Description: Financial analysis and consultation; investment management; financial planning; financial management; business valuation; estate planning
FORTUNE BUILDERS, NOT FORTUNE TELLERS
CANCELLED
Owner:
Serial:76392609
Filed:Apr 9, 2002
Classes:36
Registration:2956441
Registered:May 31, 2005
Description: Financial investment services in the nature of fund families
ADVISER INVESTMENT MANAGEMENT
CANCELLED
Owner:
Serial:75851333
Filed:Nov 17, 1999
Classes:36
Registration:2440480
Registered:Apr 3, 2001
Description: INVESTMENT SERVICES IN THE NATURE OF FINANCIAL INVESTMENT MANAGEMENT; "INVESTMENT MANAGEMENT"
RWA WEALTH PARTNERS
RWA WEALTH PARTNERS
Service Mark
Combined
Previous
PENDING
Owner:
Serial:98149174
Filed:Aug 24, 2023
Classes:35, 36
Description: 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
PENDING
Owner:
Serial:98085113
Filed:Jul 14, 2023
Classes:35, 36
Description: 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
PENDING
Owner:
Serial:98085103
Filed:Jul 14, 2023
Classes:35, 36
Description: 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
Description: "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
Description: 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
Description: 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
Description: 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
Description: Investment services in the nature of financial investment management; "ADVISER INVESTMENTS"
AN INVESTMENT ADVISER YOU CAN TALK TO
REGISTERED
Owner:
Serial:77293943
Filed:Oct 2, 2007
Classes:36
Registration:3544656
Registered:Dec 9, 2008
Description: 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
Description: 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
Description: Financial analysis and consultation; investment management; financial planning; financial management; business valuation; estate planning
WHERE YOUR CONCERNS ARE AS IMPORTANT AS YOUR RETURNS
Owner:
Serial:76647557
Filed:Sep 28, 2005
Classes:36
Registration:3179071
Registered:Dec 5, 2006
Description: Investment and money management services