USA FINANCIAL

Live / Registered — Registered and renewed (as of 30 Apr 2024)

What this means for you

Registered since 28 Jan 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 28 Jan 2024).

Record

Serial number
85958907
Registration number
4474741
Mark type
Design + words
Filed
13 Jun 2013
Published for opposition
12 Nov 2013
Registered
28 Jan 2014
Next maintenance due
28 Jan 2024
Attorney of record
Mindi M. Richter

Goods and services

  • Class 009 — Scientific and electric apparatus: [ sound recordings featuring financial sales and marketing techniques ]
  • 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
  • 30 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 30 Apr 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 30 Apr 2024 — REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
  • 30 Apr 2024 — REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
  • 30 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 05 Jan 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 28 Jan 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 24 Mar 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

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