CHIEF FINANCIAL SOLUTIONIST Trademark

Trademark Overview


On Thursday, November 8, 2012, a trademark application was filed for CHIEF FINANCIAL SOLUTIONIST with the United States Patent and Trademark Office. The USPTO has given the CHIEF FINANCIAL SOLUTIONIST trademark a serial number of 85775169. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, December 15, 2023. This trademark is owned by Samalin Investment Counsel, LLC. The CHIEF FINANCIAL SOLUTIONIST trademark is filed in the Insurance & Financial Services category with the following description:

Consulting services featuring investment and financial counseling
chief financial solutionist

General Information


Serial Number85775169
Word MarkCHIEF FINANCIAL SOLUTIONIST
Filing DateThursday, November 8, 2012
Status800 - REGISTERED AND RENEWED
Status DateFriday, December 15, 2023
Registration Number4544312
Registration DateTuesday, June 3, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 7, 2013

Trademark Statements


Goods and ServicesConsulting services featuring investment and financial counseling
Disclaimer with Predetermined Text"FINANCIAL"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 15, 2012
Primary Code036
First Use Anywhere DateFriday, December 6, 2013
First Use In Commerce DateFriday, December 6, 2013

Trademark Owner History


Party NameSamalin Investment Counsel, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChappaqua, NY 10514

Party NameSamalin Investment Counsel, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChappaqua, NY 10514

Party NameSamalin Investment Counsel, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChappaqua, NY 10514

Trademark Events


Event DateEvent Description
Friday, December 15, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, December 15, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, December 15, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, December 15, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 21, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, June 3, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, August 20, 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, August 20, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, August 18, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 20, 2020TEAS SECTION 8 RECEIVED
Monday, June 3, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 3, 2014REGISTERED-PRINCIPAL REGISTER
Saturday, April 26, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, April 25, 2014LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, April 25, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, April 11, 2014AMENDMENT FROM APPLICANT ENTERED
Friday, April 11, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 3, 2014PAPER RECEIVED
Monday, March 3, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 3, 2014NON-FINAL ACTION E-MAILED
Monday, March 3, 2014SU - NON-FINAL ACTION - WRITTEN
Sunday, February 9, 2014STATEMENT OF USE PROCESSING COMPLETE
Monday, December 23, 2013USE AMENDMENT FILED
Sunday, February 9, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, December 23, 2013PAPER RECEIVED
Tuesday, July 2, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 7, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 7, 2013PUBLISHED FOR OPPOSITION
Wednesday, April 17, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, March 29, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 27, 2013ASSIGNED TO LIE
Wednesday, March 13, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 11, 2013EXAMINER'S AMENDMENT ENTERED
Monday, March 11, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, March 11, 2013EXAMINERS AMENDMENT E-MAILED
Monday, March 11, 2013EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 6, 2013ASSIGNED TO EXAMINER
Thursday, November 15, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 12, 2012NEW APPLICATION ENTERED