COMPLETE FIDUCIARY Trademark
Trademark Overview
On Wednesday, August 3, 2022, a trademark application was filed for COMPLETE FIDUCIARY with the United States Patent and Trademark Office. The USPTO has given the COMPLETE FIDUCIARY trademark a serial number of 97532945. The federal status of this trademark filing is FIRST EXTENSION - GRANTED as of Tuesday, May 28, 2024. This trademark is owned by Oxford Financial Group, Ltd.. The COMPLETE FIDUCIARY trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Registered Investment Advisory services; Family Office Services, namely financial planning and advisory services; financial modeling; providing information in the field of personal finance
Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services
General Information
| Serial Number | 97532945 |
| Word Mark | COMPLETE FIDUCIARY |
| Filing Date | Wednesday, August 3, 2022 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Tuesday, May 28, 2024 |
| 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 | Tuesday, October 3, 2023 |
Trademark Statements
| Goods and Services | Registered Investment Advisory services; Family Office Services, namely financial planning and advisory services; financial modeling; providing information in the field of personal finance |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services |
| NOT AVAILABLE | "FIDUCIARY" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 24, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, August 9, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Oxford Financial Group, Ltd. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Carmel, IN 46032 |
| Party Name | Oxford Financial Group, Ltd. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Carmel, IN 46032 |
Trademark Events
| Event Date | Event Description |
| Saturday, August 6, 2022 | NEW APPLICATION ENTERED |
| Tuesday, August 9, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, May 20, 2023 | ASSIGNED TO EXAMINER |
| Thursday, June 8, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, June 8, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, June 8, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 23, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 23, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 23, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, August 23, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 23, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 24, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 25, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 13, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 3, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 3, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 28, 2024 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, May 28, 2024 | SOU EXTENSION 1 FILED |
| Tuesday, May 28, 2024 | SOU EXTENSION 1 GRANTED |
| Wednesday, May 29, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, November 28, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
