FIDUCIARY LIFECYCLE PROGRAM Trademark
Trademark Overview
On Wednesday, June 26, 2024, a trademark application was filed for FIDUCIARY LIFECYCLE PROGRAM with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY LIFECYCLE PROGRAM trademark a serial number of 98619365. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, January 16, 2025. This trademark is owned by Old National Bank. The FIDUCIARY LIFECYCLE PROGRAM trademark is filed in the Insurance & Financial Services category with the following description:
private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; financial administration of retirement plans; financial planning for retirement; financial retirement plan consulting services
General Information
| Serial Number | 98619365 |
| Word Mark | FIDUCIARY LIFECYCLE PROGRAM |
| Filing Date | Wednesday, June 26, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, January 16, 2025 |
| 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 | private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; financial administration of retirement plans; financial planning for retirement; financial retirement plan consulting services |
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, June 26, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Old National Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Evansville, IN 47708 |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 26, 2024 | NEW APPLICATION ENTERED |
| Tuesday, January 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 16, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, January 16, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 15, 2025 | ASSIGNED TO EXAMINER |
| Thursday, January 16, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 8, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, April 8, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
