SI FINANCIAL
Live / Applied — Final refusal mailed (as of 20 Feb 2026)
What this means for you
Not registered yet, but its 25 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
- 99103034
- Mark type
- Stylized text
- Filed
- 25 Mar 2025
- Attorney of record
- Trevor A. Caudle, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial advice relating to tax; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of wealth management
Owner
- WE FINANCIAL GROUP LLC, SAN FRANCISCO, CA, US
- Oui Financial LLC, San Francisco, CA, US
Prosecution history
- 20 Feb 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 20 Feb 2026 — FINAL REFUSAL E-MAILED
- 20 Feb 2026 — FINAL REFUSAL WRITTEN
- 04 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 04 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 04 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 04 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Sept 2025 — NON-FINAL ACTION E-MAILED
- 04 Sept 2025 — NON-FINAL ACTION WRITTEN
- 22 Aug 2025 — ASSIGNED TO EXAMINER
- 10 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 May 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 25 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 25 Mar 2025 — NEW APPLICATION ENTERED