TRIUMPH FINANCIAL GROUP

What this means for you

Not registered yet, but its 26 Aug 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

99358666

Mark type

Design + words

Filed

26 Aug 2025

Attorney of record

Kelly Kubasta

Goods and services

• Class 036 — Insurance and financial services: Financial advice; Financial planning; Financial consulting; Financial planning consultation; Financial investment brokerage; Financial risk management; Financial portfolio management; Financial advisory services; Financial securities brokerage; Financial consultancy services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Strategic financial advisory services; Financial risk management consultation; Financial investment brokerage services; Financial analysis and consultation; Financial management for businesses; Financial wealth management services; Financial advice on retirement; Financial securities brokerage services; Providing financial advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial advice relating to retirement; Financial management relating to investments; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial administration of group insurance plans; Financial administration of employee benefit plans; Providing information regarding financial investment strategies; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Insurance and financial information and consultancy services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial planning; Providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes; Insurance consultation; Insurance agencies; Insurance consultancy; Insurance brokerage; Insurance brokerage services; Life insurance brokerage; Insurance risk management; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance information and consultancy; Insurance agency and brokerage; Providing life insurance information; Consulting and information concerning insurance; Financial evaluation for insurance purposes; Brokerage advisory services relating to insurance; Providing information in the field of wealth management; Investment advisory services; Mutual fund advisory services; Financial information and advisory services

Owner

• TWMG, LLC, Dallas, TX, US
• TWMG Core, LLC, Dallas, TX, US

Prosecution history

• 08 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 08 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 08 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 21 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 21 Jan 2026 — NON-FINAL ACTION E-MAILED
• 21 Jan 2026 — NON-FINAL ACTION WRITTEN
• 16 Jan 2026 — ASSIGNED TO EXAMINER
• 15 Jan 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 15 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 26 Aug 2025 — APPLICATION FILING RECEIPT MAILED
• 26 Aug 2025 — NEW APPLICATION ENTERED