CHARTERED FINANCIAL SERVICES, INC. Trademark
Trademark Overview
On Wednesday, March 12, 2025, a trademark application was filed for CHARTERED FINANCIAL SERVICES, INC. with the United States Patent and Trademark Office. The USPTO has given the CHARTERED FINANCIAL SERVICES, INC. trademark a serial number of 99080769. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, February 12, 2026. This trademark is owned by Chartered Financial Services, Inc.. The CHARTERED FINANCIAL SERVICES, INC. trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; financial planning and wealth management services; fiduciary financial counseling; estate planning; financial retirement plan consulting services; and individual financial planning for retirement; all of the foregoing provided on a strictly fee-only fiduciary basis and specifically excluding the sale of insurance products, the issuance of annuities, and commission-based financial brokerage.
General Information
| Serial Number | 99080769 |
| Word Mark | CHARTERED FINANCIAL SERVICES, INC. |
| Filing Date | Wednesday, March 12, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, February 12, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | CHARTERED FINANCIAL SERVICES INC |
| Goods and Services | Investment advisory services; financial planning and wealth management services; fiduciary financial counseling; estate planning; financial retirement plan consulting services; and individual financial planning for retirement; all of the foregoing provided on a strictly fee-only fiduciary basis and specifically excluding the sale of insurance products, the issuance of annuities, and commission-based financial brokerage. |
| NOT AVAILABLE | 'FINANCIAL SERVICES' and 'INC.' |
Classification Information
| 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 | Wednesday, March 12, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, May 23, 1994 |
| First Use In Commerce Date | Monday, May 23, 1994 |
Trademark Owner History
| Party Name | Chartered Financial Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Denver, CO 80247 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 12, 2025 | NEW APPLICATION ENTERED |
| Wednesday, March 12, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 13, 2025 | ASSIGNED TO EXAMINER |
| Friday, August 15, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, August 15, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, August 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 12, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, November 12, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, February 11, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 11, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 12, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
