| Serial Number | 99436440 |
| Word Mark | DA DAVIDSON |
| Filing Date | Friday, October 10, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 19, 2026 |
| Registration Number | 8260654 |
| Registration Date | Tuesday, May 19, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 31, 2026 |
| Goods and Services | Financial trust administration; Estate trust management; Estate trust planning; Financial trust planning; Real estate investment trust management services; Real estate investment services; Estate planning; Financial planning and investment advisory services; Financial portfolio management; Investment management; Financial asset management; Trustee services; Cash management; Financial planning for retirement; Strategic financial advisory services; Trust management accounts; Financial trust operations; Financial services, namely, estate settlement services; Tax payment processing services; Financial advice relating to tax; Financial services in the nature of providing an investment option available for life insurance products |
| 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 | Friday, October 10, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 31, 2014 |
| First Use In Commerce Date | Monday, March 31, 2014 |
| Party Name | D.A. Davidson & Co. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Great Falls, MT 59401 US |
| Party Name | D.A. Davidson & Co. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Great Falls, MT 59401 US |
| Party Name | D.A. Davidson & Co. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Great Falls, MT 59401 US |
| Event Date | Event Description |
| Friday, October 10, 2025 | NEW APPLICATION ENTERED |
| Friday, October 10, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, February 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 27, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, March 4, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 25, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 31, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 31, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 19, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 19, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 19, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |