USA FINANCIAL

Live / Registered — Registered and renewed (as of 01 Feb 2024)

What this means for you

Registered since 18 Nov 2014. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 18 Nov 2024).

Record

Serial number
85861831
Registration number
4641852
Mark type
Stylized text
Filed
27 Feb 2013
Published for opposition
27 Aug 2013
Registered
18 Nov 2014
Next maintenance due
18 Nov 2024
Attorney of record
Mindi M. Richter

Goods and services

  • Class 016 — Paper goods and printed matter: [ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management ]
  • Class 035 — Advertising and business services: Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors
  • Class 036 — Insurance and financial services: Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products
  • Class 041 — Education and entertainment services: Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics

Owner

Prior registrations

Prosecution history

  • 28 Jan 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 16 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 01 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 01 Feb 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 01 Feb 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 01 Feb 2024 — ASSIGNED TO PARALEGAL
  • 22 Jan 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 18 Nov 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 23 Feb 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 23 Feb 2021 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

View this trademark record on Marksy