FIDUCIARY CEO Trademark

Trademark Overview


On Thursday, June 1, 2017, a trademark application was filed for FIDUCIARY CEO with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY CEO trademark a serial number of 87471621. The federal status of this trademark filing is REGISTERED as of Tuesday, April 9, 2019. This trademark is owned by PagnatoKarp Partners, LLC. The FIDUCIARY CEO trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; financial consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
fiduciary ceo

General Information


Serial Number87471621
Word MarkFIDUCIARY CEO
Filing DateThursday, June 1, 2017
Status700 - REGISTERED
Status DateTuesday, April 9, 2019
Registration Number5723948
Registration DateTuesday, April 9, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; financial consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 8, 2017
Primary Code036
First Use Anywhere DateSunday, September 30, 2018
First Use In Commerce DateSunday, September 30, 2018

Trademark Owner History


Party NamePAGNATO, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFOLLY BEACH, SC 29439

Party NameTRUEFIDUCIARY INSTITUTE
Party Type32 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190

Party NameTRUEFIDUCIARY INSTITUTE
Party Type31 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190

Party NamePagnatoKarp Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20190

Party NamePagnatoKarp Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20190

Trademark Events


Event DateEvent Description
Tuesday, April 9, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, October 28, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 7, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, September 30, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, April 9, 2019REGISTERED-SUPPLEMENTAL REGISTER
Monday, March 4, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 27, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, February 26, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, February 26, 2019USE AMENDMENT ACCEPTED
Wednesday, January 23, 2019EXAMINER'S AMENDMENT ENTERED
Wednesday, January 23, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, January 23, 2019EXAMINERS AMENDMENT E-MAILED
Wednesday, January 23, 2019EXAMINERS AMENDMENT -WRITTEN
Monday, November 26, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 26, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 14, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 15, 2018AMENDMENT TO USE PROCESSING COMPLETE
Thursday, November 15, 2018USE AMENDMENT FILED
Wednesday, November 14, 2018TEAS AMENDMENT OF USE RECEIVED
Tuesday, May 15, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 15, 2018NON-FINAL ACTION E-MAILED
Tuesday, May 15, 2018NON-FINAL ACTION WRITTEN
Monday, March 26, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 26, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 21, 2018ASSIGNED TO LIE
Thursday, March 8, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 8, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 8, 2017NON-FINAL ACTION E-MAILED
Friday, September 8, 2017NON-FINAL ACTION WRITTEN
Thursday, August 31, 2017ASSIGNED TO EXAMINER
Thursday, June 8, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 5, 2017NEW APPLICATION ENTERED