BUILDING TRUST OVER GENERATIONS Trademark

Trademark Overview


On Tuesday, June 4, 2024, a trademark application was filed for BUILDING TRUST OVER GENERATIONS with the United States Patent and Trademark Office. The USPTO has given the BUILDING TRUST OVER GENERATIONS trademark a serial number of 98584868. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, June 4, 2024. This trademark is owned by Sterling Financial Group, Inc.. The BUILDING TRUST OVER GENERATIONS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and advising services; Investment advising services, namely short-term and long-term investment advising and portfolio management; Wealth management services, namely holistic evaluation of financial goals, cash flow management, debt usage management, and risk management advising services; Estate planning services, namely title and asset review, trust administration, trustee selection advising, estate settlement evaluation, and trustee counseling; Retirement planning services, namely individual and small business retirement plan management, 401(k)/profit-sharing plan management; Insurance advising services, namely exposure and risk evaluation, policy evaluation, long-term care policy advising; Tax services, namely individual and family tax preparation services, business tax preparation services, tax planning and strategy advising services, and charitable trust management services; Business consulting services.
building trust over generations

General Information


Serial Number98584868
Word MarkBUILDING TRUST OVER GENERATIONS
Filing DateTuesday, June 4, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, June 4, 2024
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 planning and advising services; Investment advising services, namely short-term and long-term investment advising and portfolio management; Wealth management services, namely holistic evaluation of financial goals, cash flow management, debt usage management, and risk management advising services; Estate planning services, namely title and asset review, trust administration, trustee selection advising, estate settlement evaluation, and trustee counseling; Retirement planning services, namely individual and small business retirement plan management, 401(k)/profit-sharing plan management; Insurance advising services, namely exposure and risk evaluation, policy evaluation, long-term care policy advising; Tax services, namely individual and family tax preparation services, business tax preparation services, tax planning and strategy advising services, and charitable trust management services; Business consulting services.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 4, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameSterling Financial Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPasadena, CA 91101

Trademark Events


Event DateEvent Description
Tuesday, June 4, 2024NEW APPLICATION ENTERED
Wednesday, August 14, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED