ADVISORBOB Trademark
ADVISORBOB is a USPTO trademark filed by Peng-win, LLC. Status: Registered.
Trademark Facts
| Mark | ADVISORBOB |
|---|---|
| Serial Number | 97797926 |
| Registration Number | 7977074 |
| Status | Registered |
| Filing Date | 2023-02-16 |
| Registration Date | 2025-10-07 |
| Mark Type | Word |
| Nice Classes | 042 (Software & IT) |
| Owner | Peng-win, LLC |
| Attorney of Record | Philip J. Foret |
| Prosecution Events | 28 |
| Latest Event | R.PR on 2025-10-07 |
Goods & Services
Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing