ADVISORDESK Trademark
ADVISORDESK is a USPTO trademark filed by NATIONAL ADVISORS TRUST COMPANY. Status: Registered.
Trademark Facts
| Mark | ADVISORDESK |
|---|---|
| Serial Number | 85327740 |
| Registration Number | 4079973 |
| Status | Registered |
| Filing Date | 2011-05-23 |
| Registration Date | 2012-01-03 |
| Mark Type | Word |
| Nice Classes | 042 (Software & IT) |
| Owner | NATIONAL ADVISORS TRUST COMPANY |
| Attorney of Record | C. Blair Barbieri |
| Prosecution Events | 26 |
| Latest Event | TCCA on 2025-09-08 |
Goods & Services
Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications