FIDMONT FINANCIAL GROUP
Live / Applied — New application — not yet assigned to an examiner (as of 27 Mar 2026)
What this means for you
Not registered yet, but its 27 Mar 2026 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
- 99728481
- Mark type
- Stylized text
- Filed
- 27 Mar 2026
- Attorney of record
- Anthony Peluso
Goods and services
- Class 035 — Advertising and business services: Tax consultation; Philanthropy consultation relating to taxation planning; Tax planning; Tax preparation; Tax and taxation planning, advice, information and consultancy services; Tax filing services; Business succession planning; Accounting services; Bookkeeping
- Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial advisory services; Financial consultation; Investment advice; Investment management; Estate planning; Providing information in the field of estate planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial wealth management services
Owner
- Edward P. Caballero LLC, Walnut Creek, CA, US
Prosecution history
- 27 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 27 Mar 2026 — NEW APPLICATION ENTERED