ELGON FINANCIAL ADVISORS Trademark

Trademark Overview


On Wednesday, April 17, 2024, a trademark application was filed for ELGON FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the ELGON FINANCIAL ADVISORS trademark a serial number of 98505627. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, October 31, 2024. This trademark is owned by Elgon Financial Advisors, LLC. The ELGON FINANCIAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial advice relating to tax; Financial advice, namely, budget planning; Financial management in the field of U.S. investing, budgeting, and tax compliance and planning for foreign-born individuals and families; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, U.S. financial planning, investing, budgeting, and tax compliance and planning for foreign-born individuals and families; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, investment advice, investment management, investment consultation and inv...
elgon financial advisors

General Information


Serial Number98505627
Word MarkELGON FINANCIAL ADVISORS
Filing DateWednesday, April 17, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, October 31, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEstate planning; Financial advice relating to tax; Financial advice, namely, budget planning; Financial management in the field of U.S. investing, budgeting, and tax compliance and planning for foreign-born individuals and families; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, U.S. financial planning, investing, budgeting, and tax compliance and planning for foreign-born individuals and families; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice in the fields of retirement planning, education planning, estate planning, asset allocation, securities, and private and public equity

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 17, 2024
Primary Code036
First Use Anywhere DateMonday, July 20, 2020
First Use In Commerce DateMonday, July 20, 2020

Trademark Owner History


Party NameElgon Financial Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78750

Trademark Events


Event DateEvent Description
Wednesday, April 17, 2024NEW APPLICATION ENTERED
Wednesday, October 2, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 31, 2024NON-FINAL ACTION WRITTEN
Thursday, October 31, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 31, 2024NON-FINAL ACTION E-MAILED
Thursday, October 31, 2024ASSIGNED TO EXAMINER