DOVETAIL FINANCIAL Trademark
Trademark Overview
On Wednesday, September 3, 2025, a trademark application was filed for DOVETAIL FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the DOVETAIL FINANCIAL trademark a serial number of 99372303. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, January 16, 2026. This trademark is owned by Dovetail Financial Group LLC. The DOVETAIL FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial services, namely, wealth management services; Investment management; Financial planning for retirement; Financial retirement plan consulting services; Mutual funds and capital investment; Mutual fund brokerage; Mutual fund advisory services; Stock brokerage services
General Information
| Serial Number | 99372303 |
| Word Mark | DOVETAIL FINANCIAL |
| Filing Date | Wednesday, September 3, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, January 16, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial services, namely, wealth management services; Investment management; Financial planning for retirement; Financial retirement plan consulting services; Mutual funds and capital investment; Mutual fund brokerage; Mutual fund advisory services; Stock brokerage services |
| NOT AVAILABLE | "FINANCIAL" |
Classification Information
| 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 | Wednesday, September 3, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 20, 2025 |
| First Use In Commerce Date | Wednesday, April 9, 2025 |
Trademark Owner History
| Party Name | Dovetail Financial Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilmington, NC 28403 |
Trademark Events
| Event Date | Event Description |
| Wednesday, September 3, 2025 | NEW APPLICATION ENTERED |
| Wednesday, September 3, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 16, 2026 | ASSIGNED TO EXAMINER |
| Friday, January 16, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, January 16, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, January 16, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
