USPTO serial 85861831
USA FINANCIAL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 18, 2014
- Examiner
- STEEL, ALYSSA PALADINO
- Law office
- POST REGISTRATION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Ada, MI
Ada, MI
CLEARWATER, FL
Ada, MI
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mindi M. Richter
Mindi M. Richter Shumaker, Loop & Kendrick, LLP101 E. Kennedy Blvd., Suite 2800Tampa, FL 33602United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | [ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management ] | SECTION 8 - CANCELLED | — |
| 035 | Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors | ACTIVE | — |
| 036 | Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products | ACTIVE | — |
| 041 | Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by USA Financial Corporation
- Other trademarks owned by USA Financial Corporation
- Other trademarks owned by USA FINANCIAL, LLC
- Other trademarks owned by USA Financial Corporation
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named USA FINANCIAL
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 28, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 16, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 16, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 16, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 15, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 15, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 15, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 1, 2024 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Feb 1, 2024 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Feb 1, 2024 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Feb 1, 2024 | PLGL | ASSIGNED TO PARALEGAL | — |
| Jan 22, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 18, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 23, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 23, 2021 | C15P | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 23, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 18, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 18, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Nov 18, 2014 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 16, 2014 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 15, 2014 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 14, 2014 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 14, 2014 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Sep 25, 2014 | IUAF | USE AMENDMENT FILED | — |
| Sep 25, 2014 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Apr 24, 2014 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 22, 2014 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 22, 2014 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 22, 2014 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Oct 22, 2013 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Aug 27, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 27, 2013 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Aug 7, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 22, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 22, 2013 | ALIE | ASSIGNED TO LIE | — |
| Jul 1, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 12, 2013 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 12, 2013 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 12, 2013 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 12, 2013 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 11, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 5, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 2, 2013 | NWAP | NEW APPLICATION ENTERED | — |