| Serial Number | 98584868 |
| Word Mark | BUILDING TRUST OVER GENERATIONS |
| Filing Date | Tuesday, June 4, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 7, 2026 |
| Registration Number | 8207157 |
| Registration Date | Tuesday, April 7, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 14, 2025 |
| Goods and Services | 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. |
| 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, June 4, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 6, 2019 |
| First Use In Commerce Date | Friday, September 6, 2019 |
| Party Name | Sterling Financial Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Pasadena, CA 91101 US |
| Party Name | Sterling Financial Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Pasadena, CA 91101 US |
| Party Name | Sterling Financial Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Pasadena, CA 91101 US |
| Event Date | Event Description |
| Tuesday, June 4, 2024 | NEW APPLICATION ENTERED |
| Wednesday, August 14, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 16, 2024 | ASSIGNED TO EXAMINER |
| Monday, December 16, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 11, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Saturday, September 6, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Friday, March 13, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, September 6, 2025 | USE AMENDMENT FILED |
| Friday, March 13, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, March 16, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, March 16, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, April 7, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 7, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |