DEFILIPPIS FINANCIAL GROUP WEALTH MANAGEMENT & TAX Trademark

Trademark Overview

On Friday, May 22, 2015, a trademark application was filed for DEFILIPPIS FINANCIAL GROUP WEALTH MANAGEMENT & TAX with the United States Patent and Trademark Office. The USPTO has given the DEFILIPPIS FINANCIAL GROUP WEALTH MANAGEMENT & TAX trademark a serial number of 86639839. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, July 14, 2022. This trademark is owned by DeFilippis Fnancial Group. The DEFILIPPIS FINANCIAL GROUP WEALTH MANAGEMENT & TAX trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, tax return preparation, tax planning, payroll tax preparation, wealth management services, tax audit representation, investment consulting, insurance consulting, and financial planning
defilippis financial group wealth management & tax

General Information

Serial Number86639839
Word MarkDEFILIPPIS FINANCIAL GROUP WEALTH MANAGEMENT & TAX
Filing DateFriday, May 22, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, July 14, 2022
Registration Number4904277
Registration DateTuesday, February 23, 2016
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, December 8, 2015

Trademark Statements

Indication of Colors claimedThe color(s) dark blue, blue, light blue, tan, black, and silver is/are claimed as a feature of the mark.
Goods and ServicesFinancial services, namely, tax return preparation, tax planning, payroll tax preparation, wealth management services, tax audit representation, investment consulting, insurance consulting, and financial planning
Description of MarkThe mark consists of the literal element "DEFILIPPIS" in dark blue appearing above the literal element "FINANCIAL GROUP" in light blue appearing above a thin blue horizontal line above the literal element "WEALTH MANAGEMENT & TAX" in black, all to the right of a crest consisting of a black dragon above a silver and black knight's helmet facing left with a blue and tan alternating comb appearing above a predominantly blue shield with two tan stars, one in the upper left corner and one in the lower right corner and three crossing long parallelograms two parallel sloping downward from to-left to bottom-right and the other thicker parallelogram bisecting the first two sloping lower-left to upper-right. All three parallelograms appear in tan.
NOT AVAILABLE"FINANCIAL GROUP" AND "WEALTH MANAGEMENT & TAX"
Pseudo MarkDEFILIPPIS FINANCIAL GROUP WEALTH MANAGEMENT AND TAX

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, May 30, 2015
Primary Code036
First Use Anywhere DateWednesday, January 11, 2012
First Use In Commerce DateWednesday, January 11, 2012

Trademark Owner History

Party NameDEFILIPPIS FINANCIAL GROUP LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWHEATON, IL 60189
Party NameDeFilippis Fnancial Group
Party Type30 - Original Registrant
Legal Entity Type19 - Sole Proprietorship
AddressWheaton, IL 60189
Party NameDeFilippis Fnancial Group
Party Type20 - Owner at Publication
Legal Entity Type19 - Sole Proprietorship
AddressWheaton, IL 60189
Party NameDeFilippis Fnancial Group
Party Type10 - Original Applicant
Legal Entity Type19 - Sole Proprietorship
AddressWheaton, IL 60189

Trademark Events

Event DateEvent Description
Tuesday, May 26, 2015NEW APPLICATION ENTERED
Saturday, May 30, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 2, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, September 2, 2015ASSIGNED TO EXAMINER
Friday, September 4, 2015NON-FINAL ACTION WRITTEN
Friday, September 4, 2015NON-FINAL ACTION E-MAILED
Friday, September 4, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 9, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 9, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 10, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 10, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 9, 2015ASSIGNED TO LIE
Thursday, October 15, 2015PREVIOUS ALLOWANCE COUNT WITHDRAWN
Thursday, October 15, 2015EXAMINERS AMENDMENT -WRITTEN
Thursday, October 15, 2015EXAMINERS AMENDMENT E-MAILED
Thursday, October 15, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, October 15, 2015EXAMINER'S AMENDMENT ENTERED
Thursday, October 15, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, October 15, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 27, 2015WITHDRAWN FROM PUB - OG REVIEW QUERY
Tuesday, November 3, 2015PREVIOUS ALLOWANCE COUNT WITHDRAWN
Wednesday, November 4, 2015EXAMINERS AMENDMENT -WRITTEN
Wednesday, November 4, 2015EXAMINERS AMENDMENT E-MAILED
Wednesday, November 4, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, November 4, 2015EXAMINER'S AMENDMENT ENTERED
Wednesday, November 4, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 4, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 18, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 8, 2015PUBLISHED FOR OPPOSITION
Tuesday, December 8, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 23, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, February 23, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sunday, February 6, 2022TEAS SECTION 8 & 15 RECEIVED
Thursday, July 14, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, July 14, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, July 14, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, February 23, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, June 18, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sunday, June 22, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sunday, June 22, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 17, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, December 17, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, December 17, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, December 17, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 17, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

management wealth group financial defilippis planning consulting preparation services representation investment audit insurance payroll