Drawing for HELPING OUR CLIENTS ACHIEVE SECURITY, BUILD WEALTH AND REALIZE THEIR DREAMS

USPTO serial 99422087

HELPING OUR CLIENTS ACHIEVE SECURITY, BUILD WEALTH AND REALIZE THEIR DREAMS

Reviewed by CopyMark Law Group

Reg. 8242025Status 700Registered
Filing date
Status date
Registration date
May 5, 2026
Examiner
FOSTER, SHATONI A
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.

Status 700: 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.

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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.

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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.

Thomas P. Arden

Thomas P. Arden Young, Basile, Hanlon & MacFarlane, P.C.3001 W. Big Beaver RoadSuite 624Troy, MI 48084-3197

Goods and services

ClassDescriptionStatusFirst use
036Banking and financing services; Mortgage banking; Investment advisory services; Bill payment services provided via a website and mobile applications; Credit and loan services; Financial consultation in the field of personal banking; Financial administration of retirement plans; Loan financing; Financing services; Financial services, namely, wealth management services; Trustee services; Individual retirement account services; Cash management; Insurance agencies; Insurance and financial information and consultancy servicesACTIVEDec 4, 2025

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

DateCodeEventWhat it means
May 5, 2026NRCCNOTICE OF REGISTRATION CONFIRMATION EMAILED—
May 5, 2026R.PRREGISTERED-PRINCIPAL REGISTERYour 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, 2026NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Mar 17, 2026PUBOPUBLISHED FOR OPPOSITIONYour 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, 2026NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Feb 20, 2026CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Feb 20, 2026IUAAUSE AMENDMENT ACCEPTED—
Feb 20, 2026DOCKASSIGNED TO EXAMINER—
Feb 19, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Dec 12, 2025AUPCAMENDMENT TO USE PROCESSING COMPLETE—
Dec 12, 2025IUAFUSE AMENDMENT FILED—
Dec 12, 2025EAAUTEAS AMENDMENT OF USE RECEIVED—
Sep 30, 2025MAFRAPPLICATION FILING RECEIPT MAILED—
Sep 30, 2025NWAPNEW APPLICATION ENTERED—

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