VALLEY FINANCIAL MANAGEMENT

Live / Applied — Fourth extension granted (statement of use) (as of 11 Aug 2025)

What this means for you

Not registered yet, but its 02 Feb 2022 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97250154
Mark type
Stylized text
Filed
02 Feb 2022
Published for opposition
20 Jun 2023
Attorney of record
Alex P. Garens

Goods and services

  • Class 036 — Insurance and financial services: Broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds; financial services, namely, broker-dealer services on securities exchanges and over-the-counter markets; capital investments services; financial advisory and consultancy services; financial information services; providing financial information via a website; financial management via the internet; financial management services; financial portfolio management; financial asset management; financial services, namely, wealth management services; funds investment; mutual funds investment; stock exchange quotations; brokerage services in the field of securities, stocks, bonds, and mutual funds; financial evaluation, namely, portfolio analysis and consultation; management, namely, investment and deposit portfolio account management; financial consultation services

Owner

Prosecution history

  • 11 Feb 2026 — SOU TEAS EXTENSION RECEIVED
  • 12 Aug 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 11 Aug 2025 — SOU EXTENSION 4 GRANTED
  • 11 Aug 2025 — SOU EXTENSION 4 FILED
  • 11 Aug 2025 — SOU TEAS EXTENSION RECEIVED
  • 15 Feb 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 15 Feb 2025 — SOU EXTENSION 3 GRANTED
  • 14 Feb 2025 — SOU EXTENSION 3 FILED
  • 14 Feb 2025 — SOU TEAS EXTENSION RECEIVED
  • 14 Aug 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 14 Aug 2024 — SOU EXTENSION 2 GRANTED
  • 14 Aug 2024 — SOU EXTENSION 2 FILED
  • 14 Aug 2024 — SOU TEAS EXTENSION RECEIVED
  • 26 Jul 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 26 Jul 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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