CUSTOMIZED FINANCIAL SUCCESS SYSTEM Trademark

Trademark Overview

On Monday, August 19, 2019, a trademark application was filed for CUSTOMIZED FINANCIAL SUCCESS SYSTEM with the United States Patent and Trademark Office. The USPTO has given the CUSTOMIZED FINANCIAL SUCCESS SYSTEM trademark a serial number of 88583486. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Wednesday, November 5, 2025. The CUSTOMIZED FINANCIAL SUCCESS SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Investment management; Financial planning for retirement
customized financial success system

General Information

Serial Number88583486
Word MarkCUSTOMIZED FINANCIAL SUCCESS SYSTEM
Filing DateMonday, August 19, 2019
Status701 - SECTION 8 - ACCEPTED
Status DateWednesday, November 5, 2025
Registration Number5986600
Registration DateTuesday, February 11, 2020
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; Investment management; Financial planning for retirement

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 4, 2019
Primary Code036
First Use Anywhere DateMonday, May 15, 2017
First Use In Commerce DateMonday, May 15, 2017

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressClearwater, FL 33755
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressClearwater, FL 33755

Trademark Events

Event DateEvent Description
Thursday, August 22, 2019NEW APPLICATION ENTERED
Wednesday, September 4, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 19, 2019ASSIGNED TO EXAMINER
Monday, December 2, 2019NON-FINAL ACTION WRITTEN
Monday, December 2, 2019NON-FINAL ACTION E-MAILED
Monday, December 2, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 5, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 5, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 5, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 25, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, December 30, 2019ASSIGNED TO LIE
Monday, January 6, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, February 11, 2020REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, February 11, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 9, 2025TEAS SECTION 8 RECEIVED
Wednesday, November 5, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 5, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, November 5, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Related Keywords

system success financial customized planning retirement investment management