USPTO serial 98184386
FINANCIAL FOUNDATION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 27, 2026
- Examiner
- YE, CINDY K
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jonathan P. Soifer
Jonathan P. Soifer SANDBERG PHOENIX AND VON GONTARD120 S. CENTRAL AVENUE, SUITE 1600CLAYTON, MO 63105United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | downloadable textual, audio, and visual training materials, namely, textual materials, audio recordings, and video recordings relating to insurance brokerage, the running and operation of an insurance agent/broker office, and the sale of insurance to insurance customers | ACTIVE | Oct 1, 2018 |
| 041 | providing live and on-demand on-line instruction for insurance brokers and agents in the field of insurance brokerage, the running and operation of an insurance agent/broker office, and the sale of insurance to insurance customers; providing on-line access to on-line non-downloadable textual, audio, and visual training materials namely, articles, audio recordings, and video recordings, relating to insurance brokerage, the running and operation of an insurance agent/broker office, and the sale of insurance to insurance customers | ACTIVE | Oct 1, 2018 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 27, 2026 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 27, 2026 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jan 5, 2026 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Oct 7, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 6, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 6, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Jul 6, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 6, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 6, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 6, 2025 | IUAA | USE AMENDMENT ACCEPTED | — |
| Apr 7, 2025 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Apr 7, 2025 | IUAF | USE AMENDMENT FILED | — |
| Apr 7, 2025 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Apr 7, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 6, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 6, 2025 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 6, 2025 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 14, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 14, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 14, 2024 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Aug 14, 2024 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Aug 14, 2024 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| May 15, 2024 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| May 15, 2024 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| May 15, 2024 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| May 10, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 4, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |