AMPERSAND FINANCIAL
Live / Applied — Non-final action mailed (as of 30 Mar 2026)
What this means for you
Not registered yet, but its 28 Oct 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
- 99466523
- Mark type
- Stylized text
- Filed
- 28 Oct 2025
- Attorney of record
- Heidi R. Thole
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, cash deposit and loan aggregation and brokerage; sales, advisory and consulting services related to financial deposits and financial deposit aggregation, profitability, and strategic financial advisory services for banks, credit unions, funds and other related financial services businesses; Advisory and consulting services related to balance sheet management; Advisory and consulting services related to financial advisory services and business strategic planning services for banks, credit unions, funds, and other financial services businesses; Financial fulfillment and deposit services aligning client deposit management with deposit insurance objectives and socially responsible deposits; financial deposit insurance and management services; software for accessing and monitoring deposits, accounts, documents, and reports; technology platform and software for accessing and monitoring deposits, accounts, documentation, and reports
Owner
- Ampersand, Inc., Waukesha, WI, US
Prosecution history
- 30 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 30 Mar 2026 — NON-FINAL ACTION E-MAILED
- 30 Mar 2026 — NON-FINAL ACTION WRITTEN
- 06 Mar 2026 — ASSIGNED TO EXAMINER
- 28 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 28 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 Oct 2025 — NEW APPLICATION ENTERED