USPTO serial 85958907
USA FINANCIAL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 28, 2014
- Examiner
- POWERS, ALEXANDER L
- Law office
- TMEG LAW OFFICE 101
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
CLEARWATER, FL
Ada, MI
Ada, MI
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 |
|---|---|---|---|
| 009 | [ sound recordings featuring financial sales and marketing techniques ] | SECTION 8 - CANCELLED | Mar 7, 2013 |
| 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 | ACTIVE | Mar 7, 2013 |
| 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 | Mar 7, 2013 |
| 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 | Mar 7, 2013 |
| 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 | Mar 7, 2013 |
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, LLC
- Other trademarks owned by USA Financial Corporation
- Other trademarks owned by USA Financial Corporation
- Other trademarks owned by USA Financial Corporation
- Other trademarks in Class 009
- 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 | — |
| Apr 30, 2024 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Apr 30, 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. |
| Apr 30, 2024 | 9G8P | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 | — |
| Apr 30, 2024 | 8PRT | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED | — |
| Apr 30, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 5, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 28, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 24, 2020 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 24, 2020 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 24, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 28, 2020 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jan 28, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jan 28, 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. |
| Nov 12, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 12, 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. |
| Oct 23, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 7, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Oct 7, 2013 | ALIE | ASSIGNED TO LIE | — |
| Sep 24, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 24, 2013 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 24, 2013 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 24, 2013 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 24, 2013 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 24, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 22, 2013 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jun 21, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 17, 2013 | NWAP | NEW APPLICATION ENTERED | — |