FIDUCIARY LOCKBOX Trademark

Trademark Overview

On Wednesday, May 18, 2022, a trademark application was filed for FIDUCIARY LOCKBOX with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY LOCKBOX trademark a serial number of 97417165. The federal status of this trademark filing is REGISTERED as of Tuesday, February 6, 2024. This trademark is owned by NFP Corp.. The FIDUCIARY LOCKBOX trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis
fiduciary lockbox

General Information

Serial Number97417165
Word MarkFIDUCIARY LOCKBOX
Filing DateWednesday, May 18, 2022
Status700 - REGISTERED
Status DateTuesday, February 6, 2024
Registration Number7300619
Registration DateTuesday, February 6, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 25, 2023

Trademark Statements

Certificate of Correction for RegistrationIn the statement, Column 1, line 1, "New York" should be deleted, and Delaware should be inserted.
Pseudo MarkFIDUCIARY LOCK BOX
Goods and ServicesFinancial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis
NOT AVAILABLE"FIDUCIARY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 1, 2023
Primary Code036
First Use Anywhere DateFriday, June 25, 2021
First Use In Commerce DateFriday, June 25, 2021

Trademark Owner History

Party NameFIDUCIENT ADVISORS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60661
Party NameNFP Corp.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10173
Party NameNFP Corp.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10173
Party NameNFP Corp.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10173

Trademark Events

Event DateEvent Description
Wednesday, February 1, 2023EXAMINERS AMENDMENT -WRITTEN
Tuesday, May 24, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 25, 2023ASSIGNED TO EXAMINER
Wednesday, February 1, 2023EXAMINERS AMENDMENT E-MAILED
Wednesday, February 1, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, February 1, 2023EXAMINER'S AMENDMENT ENTERED
Wednesday, February 15, 2023NON-FINAL ACTION WRITTEN
Wednesday, February 15, 2023NON-FINAL ACTION E-MAILED
Wednesday, February 15, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 23, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 23, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 24, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 21, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 5, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 25, 2023PUBLISHED FOR OPPOSITION
Tuesday, April 25, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 20, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, December 7, 2023TEAS STATEMENT OF USE RECEIVED
Thursday, December 7, 2023USE AMENDMENT FILED
Saturday, December 16, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, December 16, 2023STATEMENT OF USE PROCESSING COMPLETE
Thursday, January 4, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, January 5, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, February 6, 2024REGISTERED-PRINCIPAL REGISTER
Sunday, November 17, 2024TEAS SECTION 7 REQUEST RECEIVED
Sunday, April 20, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 30, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Thursday, May 8, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 6, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, April 30, 2025POST REGISTRATION ACTION MAILED - SEC. 7
Thursday, May 1, 2025CORRECTION UNDER SECTION 7 - PROCESSED
Wednesday, September 10, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, May 20, 2025NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

Related Keywords

lockbox fiduciary investment financial services asset analysis consultation evaluation advice management benefit