USPTO serial 98336086
USA FINANCIAL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 17, 2024
- Examiner
- LAMONT, JOHN CHRISTOPHER
- 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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Current trademark owner
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Owner
Tupelo, MS
Ada, MI
Ada, MI
CLEARWATER, FL
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 |
|---|---|---|---|
| 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 Corporation
- Other trademarks owned by USA Financial Corporation
- Other trademarks owned by USA Financial Corporation
- Other trademarks owned by USA FINANCIAL, LLC
- 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 9, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 9, 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. |
| Dec 9, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 9, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 9, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 17, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 17, 2024 | 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. |
| Sep 10, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 10, 2024 | 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 21, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 2, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 29, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 15, 2024 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 15, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 29, 2023 | NWAP | NEW APPLICATION ENTERED | — |