BUILDING TRUST OVER GENERATIONS
Live / Applied — Statement of use — registration review complete (as of 16 Mar 2026)
What this means for you
Not registered yet, but its 04 Jun 2024 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
- 98584868
- Mark type
- Stylized text
- Filed
- 04 Jun 2024
- Published for opposition
- 14 Jan 2025
- Attorney of record
- Griffin Lee
Goods and services
- Class 036 — Insurance and financial services: Financial planning and advising services; Investment advising services, namely short-term and long-term investment advising and portfolio management; Wealth management services, namely holistic evaluation of financial goals, cash flow management, debt usage management, and risk management advising services; Estate planning services, namely title and asset review, trust administration, trustee selection advising, estate settlement evaluation, and trustee counseling; Retirement planning services, namely individual and small business retirement plan management, 401(k)/profit-sharing plan management; Insurance advising services, namely exposure and risk evaluation, policy evaluation, long-term care policy advising; Tax services, namely individual and family tax preparation services, business tax preparation services, tax planning and strategy advising services, and charitable trust management services; Business consulting services.
Owner
- Sterling Financial Group, Inc., Pasadena, CA, US
- Sterling Financial Group, Inc., Pasadena, CA, US
Prosecution history
- 16 Mar 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 16 Mar 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 13 Mar 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 06 Sept 2025 — USE AMENDMENT FILED
- 13 Mar 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 06 Sept 2025 — TEAS STATEMENT OF USE RECEIVED
- 11 Mar 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 14 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 14 Jan 2025 — PUBLISHED FOR OPPOSITION
- 08 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 16 Dec 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 16 Dec 2024 — ASSIGNED TO EXAMINER
- 14 Aug 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 Jun 2024 — NEW APPLICATION ENTERED