| Serial Number | 98942736 |
| Word Mark | 401 FINANCIAL |
| Filing Date | Tuesday, January 7, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, December 10, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 30, 2025 |
| Goods and Services | Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic transfer of cryptocurrency; 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, life insurance settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence by investing in Stock, Bond, ETF, Mutual fund, Insurance products.; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial consulting services, namely, expert analysis in finance |
| NOT AVAILABLE | "FINANCIAL" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 1, 2013 |
| First Use In Commerce Date | Saturday, June 1, 2013 |
| Party Name | Jeff Lorenz Financial Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | ORANGEVALE, CA 95662 |
| Event Date | Event Description |
| Tuesday, January 7, 2025 | NEW APPLICATION ENTERED |
| Sunday, January 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 17, 2025 | ASSIGNED TO EXAMINER |
| Thursday, June 26, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, June 26, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, June 26, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 16, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, July 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 10, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 10, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 19, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, December 3, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 3, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 3, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 4, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 24, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |