AMPERSAND FINANCIAL Trademark

Trademark Overview


On Tuesday, October 28, 2025, a trademark application was filed for AMPERSAND FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the AMPERSAND FINANCIAL trademark a serial number of 99466523. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, October 28, 2025. This trademark is owned by Ampersand, Inc.. The AMPERSAND FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, cash deposit and loan aggregation and brokerage; sales, advisory and consulting services related to financial deposits and financial deposit aggregation, profitability, and strategic financial advisory services for banks, credit unions, funds and other related financial services businesses; Advisory and consulting services related to balance sheet management; Advisory and consulting services related to financial advisory services and business strategic planning services for banks, credit unions, funds, and other financial services businesses; Financial fulfillment and deposit services aligning client deposit management with deposit insurance objectives and socially responsible deposits; financial deposit insurance and management services; software for accessing and monitoring deposits, accounts, documents, and reports; technology platform and software for accessing and monitoring deposits, accounts, documentation, and reports
ampersand financial

General Information


Serial Number99466523
Word MarkAMPERSAND FINANCIAL
Filing DateTuesday, October 28, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, October 28, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, cash deposit and loan aggregation and brokerage; sales, advisory and consulting services related to financial deposits and financial deposit aggregation, profitability, and strategic financial advisory services for banks, credit unions, funds and other related financial services businesses; Advisory and consulting services related to balance sheet management; Advisory and consulting services related to financial advisory services and business strategic planning services for banks, credit unions, funds, and other financial services businesses; Financial fulfillment and deposit services aligning client deposit management with deposit insurance objectives and socially responsible deposits; financial deposit insurance and management services; software for accessing and monitoring deposits, accounts, documents, and reports; technology platform and software for accessing and monitoring deposits, accounts, documentation, and reports

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 28, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAmpersand, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWaukesha, WI 53188

Trademark Events


Event DateEvent Description
Tuesday, October 28, 2025NEW APPLICATION ENTERED
Tuesday, October 28, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 28, 2025APPLICATION FILING RECEIPT MAILED