FAMILY SUCCESSION ORGANIZER Trademark

Trademark Overview

On Friday, September 20, 2024, a trademark application was filed for FAMILY SUCCESSION ORGANIZER with the United States Patent and Trademark Office. The USPTO has given the FAMILY SUCCESSION ORGANIZER trademark a serial number of 98762032. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, March 20, 2025. This trademark is owned by Southern Kentucky Financial Services LLC. The FAMILY SUCCESSION ORGANIZER trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Insurance services, namely, underwriting life and health insurance; Long-term care insurance underwriting
family succession organizer

General Information

Serial Number98762032
Word MarkFAMILY SUCCESSION ORGANIZER
Filing DateFriday, September 20, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, March 20, 2025
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 ServicesFinancial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Insurance services, namely, underwriting life and health insurance; Long-term care insurance underwriting

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 20, 2024
Primary Code036
First Use Anywhere DateSunday, September 1, 2024
First Use In Commerce DateSunday, September 1, 2024

Trademark Owner History

Party NameSouthern Kentucky Financial Services LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBowling Green, KY 42103

Trademark Events

Event DateEvent Description
Friday, September 20, 2024NEW APPLICATION ENTERED
Friday, September 20, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 18, 2025ASSIGNED TO EXAMINER
Thursday, March 20, 2025NON-FINAL ACTION E-MAILED
Thursday, March 20, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 20, 2025NON-FINAL ACTION WRITTEN

Related Keywords

organizer succession family services financial insurance namely investment management underwriting life advice term