CONFLUENCE FINANCIAL PARTNERS
Live / Registered — Registered and renewed (as of 31 Dec 2025)
What this means for you
Registered since 16 Sept 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 16 Sept 2024).
Record
- Serial number
- 86182937
- Registration number
- 4604943
- Mark type
- Stylized text
- Filed
- 03 Feb 2014
- Published for opposition
- 01 Jul 2014
- Registered
- 16 Sept 2014
- Next maintenance due
- 16 Sept 2024
Goods and services
- Class 036 — Insurance and financial services: Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; financial planning and investment advisory services; financial retirement plan consulting services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, estate investment planning services and wealth management services
Owner
- Confluence Financial Partners, Inc., Pittsburgh, PA, US
- Confluence Financial Partners, Inc., Pittsburgh, PA, US
- Confluence Financial Partners, Inc., Pittsburgh, PA, US
Prosecution history
- 31 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 31 Dec 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 31 Dec 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 27 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 19 Sept 2023 — TEAS SECTION 8 & 9 RECEIVED
- 16 Sept 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Oct 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 18 Oct 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 18 Oct 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Sept 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 27 Sept 2019 — TEAS SECTION 8 RECEIVED
- 16 Sept 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 16 Sept 2014 — REGISTERED-PRINCIPAL REGISTER
- 01 Jul 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 01 Jul 2014 — PUBLISHED FOR OPPOSITION