CHARTERED FINANCIAL SERVICES, INC.
Live / Applied — Response to non-final action entered (as of 12 Feb 2026)
What this means for you
Not registered yet, but its 12 Mar 2025 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
- 99080769
- Mark type
- Stylized text
- Filed
- 12 Mar 2025
Goods and services
- Class 036 — Insurance and financial services: Investment advisory services; financial planning and wealth management services; fiduciary financial counseling; estate planning; financial retirement plan consulting services; and individual financial planning for retirement; all of the foregoing provided on a strictly fee-only fiduciary basis and specifically excluding the sale of insurance products, the issuance of annuities, and commission-based financial brokerage.
Owner
- Chartered Financial Services, Inc., Denver, CO, US
Prosecution history
- 12 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 11 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 11 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 12 Nov 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 12 Nov 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 15 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 15 Aug 2025 — NON-FINAL ACTION E-MAILED
- 15 Aug 2025 — NON-FINAL ACTION WRITTEN
- 13 Aug 2025 — ASSIGNED TO EXAMINER
- 31 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 12 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 12 Mar 2025 — NEW APPLICATION ENTERED