USPTO serial 99093127
FINANCIAL-360, LLC
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 5, 2026
- Examiner
- STEPHENS, BRIA MICHELLE
- 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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File a new U.S. trademark application, or speak with our attorneys.
Owner
Rockville, MD, US
Rockville, MD, US
Rockville, MD, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Andrew Milne
McMillan Metro Faerber, P.C.7811 Montrose Road, Suite 400Potomac, MD 20854Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment brokerage services; Financial management; Financial planning consultation; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments | ACTIVE | Sep 23, 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 5, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 5, 2026 | 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. |
| Mar 17, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 17, 2026 | 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. |
| Mar 11, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 24, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 24, 2026 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 24, 2026 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 24, 2026 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 24, 2026 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 20, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 20, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 20, 2026 | 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. |
| Nov 19, 2025 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Nov 19, 2025 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Aug 20, 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. |
| Aug 20, 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. |
| Aug 20, 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. |
| Aug 19, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 19, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Mar 19, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 19, 2025 | NWAP | NEW APPLICATION ENTERED | — |