FINANCIAL CAREGIVER Trademark

Trademark Overview


On Monday, October 28, 2024, a trademark application was filed for FINANCIAL CAREGIVER with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL CAREGIVER trademark a serial number of 98824016. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, May 9, 2025. This trademark is owned by Consolidated Planning Corporation. The FINANCIAL CAREGIVER trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial planning; Financial advice; Financial analysis; Financial asset management; Financial consulting; Wealth management services; Financial and investment services; Financial advisory services; Providing information, publications and materials in the field of financial services.
financial caregiver

General Information


Serial Number98824016
Word MarkFINANCIAL CAREGIVER
Filing DateMonday, October 28, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, May 9, 2025
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 ServicesEstate planning; Financial planning; Financial advice; Financial analysis; Financial asset management; Financial consulting; Wealth management services; Financial and investment services; Financial advisory services; Providing information, publications and materials in the field of financial services.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 28, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameConsolidated Planning Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressAtlanta, GA 30340

Trademark Events


Event DateEvent Description
Monday, October 28, 2024NEW APPLICATION ENTERED
Saturday, April 26, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, April 29, 2025ASSIGNED TO EXAMINER
Friday, May 9, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 9, 2025NON-FINAL ACTION E-MAILED
Friday, May 9, 2025NON-FINAL ACTION WRITTEN