FINANCIAL ADVOCATE Trademark

Trademark Overview


On Monday, December 11, 2023, a trademark application was filed for FINANCIAL ADVOCATE with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL ADVOCATE trademark a serial number of 98309184. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, July 15, 2024. This trademark is owned by Triple Peel International LLC. The FINANCIAL ADVOCATE trademark is filed in the Insurance & Financial Services category with the following description:

investment consultation in the fields of estate planning, trusts, and retirement; estate planning; providing information in the field of estate planning; consulting services in the field of retirement planning; investment advisory and consultancy services; investment planning; investment data analysis; investment analysis, namely, compiling and analyzing statistics, data, and other sources of information for investment purposes; investment evaluation, tracking, analysis, forecasting, consultancy, advisory and research services for families and corporations; cash flow services, namely, analyzing cash flow; investment services, namely, asset acquisition, consultation, advisory, development and management services; real estate investment advisory services; strategic investment advisory services; investment consultancy services, namely, the creation of personalized strategies to achieve monetary independence; investment planning services, namely, developing and managing assets on behalf of...
financial advocate

General Information


Serial Number98309184
Word MarkFINANCIAL ADVOCATE
Filing DateMonday, December 11, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, July 15, 2024
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 Servicesinvestment consultation in the fields of estate planning, trusts, and retirement; estate planning; providing information in the field of estate planning; consulting services in the field of retirement planning; investment advisory and consultancy services; investment planning; investment data analysis; investment analysis, namely, compiling and analyzing statistics, data, and other sources of information for investment purposes; investment evaluation, tracking, analysis, forecasting, consultancy, advisory and research services for families and corporations; cash flow services, namely, analyzing cash flow; investment services, namely, asset acquisition, consultation, advisory, development and management services; real estate investment advisory services; strategic investment advisory services; investment consultancy services, namely, the creation of personalized strategies to achieve monetary independence; investment planning services, namely, developing and managing assets on behalf of wealthy individuals or families; advice and compliance relating to income tax; real estate funds investment services; real estate investment consultancy

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, December 10, 2023
Primary Code036
First Use Anywhere DateTuesday, February 27, 2018
First Use In Commerce DateTuesday, February 27, 2018

Trademark Owner History


Party NameTriple Peel International LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10150

Trademark Events


Event DateEvent Description
Monday, December 11, 2023NEW APPLICATION ENTERED
Tuesday, March 12, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 10, 2024ASSIGNED TO EXAMINER
Monday, July 15, 2024NON-FINAL ACTION E-MAILED
Monday, July 15, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 15, 2024NON-FINAL ACTION WRITTEN