FIDUCIARY DUTY PRINCIPLES Trademark
Trademark Overview
On Tuesday, May 24, 2022, a trademark application was filed for FIDUCIARY DUTY PRINCIPLES with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY DUTY PRINCIPLES trademark a serial number of 97426898. The federal status of this trademark filing is REGISTERED as of Tuesday, May 9, 2023. The FIDUCIARY DUTY PRINCIPLES trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial portfolio analysis services; Financial services, namely, wealth management services; Investment advisory services; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Strategic fin...
General Information
| Serial Number | 97426898 |
| Word Mark | FIDUCIARY DUTY PRINCIPLES |
| Filing Date | Tuesday, May 24, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 9, 2023 |
| Registration Number | 7050920 |
| Registration Date | Tuesday, May 9, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial portfolio analysis services; Financial services, namely, wealth management services; Investment advisory services; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Strategic financial advisory services; Financial retirement plan consulting services; Financial planning for retirement |
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 | Tuesday, May 31, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 18, 2022 |
| First Use In Commerce Date | Wednesday, May 18, 2022 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Sarasota, FL 34231 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Sarasota, FL 34231 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 9, 2023 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, May 9, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Thursday, April 6, 2023 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, April 3, 2023 | ASSIGNED TO LIE |
| Thursday, March 16, 2023 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, March 16, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, March 16, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 16, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 16, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 8, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, May 31, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 27, 2022 | NEW APPLICATION ENTERED |
