TRUST-CFO

Live / Registered — Registered and renewed (as of 20 Jan 2026)

What this means for you

Registered since 23 Aug 2016. 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 23 Aug 2026).

Record

Serial number
86878729
Registration number
5027137
Mark type
Stylized text
Filed
18 Jan 2016
Published for opposition
07 Jun 2016
Registered
23 Aug 2016
Next maintenance due
23 Aug 2026
Attorney of record
Marc E. Hankin

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial planning for retirement; Financial risk management; Financial trust administration; Insurance administration; Insurance administration in the field of life

Owner

Prosecution history

  • 20 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 20 Jan 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 20 Jan 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 20 Jan 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 Oct 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 23 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Oct 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 18 Oct 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Oct 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 Dec 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 10 Dec 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 Dec 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Sept 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 23 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 23 Aug 2016 — REGISTERED-PRINCIPAL REGISTER

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