FINANCIAL CONCIERGE Trademark

Trademark Overview


On Wednesday, November 17, 2021, a trademark application was filed for FINANCIAL CONCIERGE with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL CONCIERGE trademark a serial number of 97129474. The federal status of this trademark filing is REGISTERED as of Tuesday, January 16, 2024. This trademark is owned by Elderlife Financial Services, LLC. The FINANCIAL CONCIERGE trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning in connection with funding options for senior living expenses; consumer lending services, namely, loans for senior living expenses
financial concierge

General Information


Serial Number97129474
Word MarkFINANCIAL CONCIERGE
Filing DateWednesday, November 17, 2021
Status700 - REGISTERED
Status DateTuesday, January 16, 2024
Registration Number7281219
Registration DateTuesday, January 16, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning in connection with funding options for senior living expenses; consumer lending services, namely, loans for senior living expenses

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 22, 2021
Primary Code036
First Use Anywhere DateTuesday, August 8, 2023
First Use In Commerce DateTuesday, August 8, 2023

Trademark Owner History


Party NameElderlife Financial Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHendersonville, TN 37075

Party NameElderlife Financial Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHendersonville, TN 37075

Trademark Events


Event DateEvent Description
Monday, January 22, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024REGISTERED-SUPPLEMENTAL REGISTER
Saturday, October 14, 2023EXPARTE APPEAL TERMINATED
Wednesday, August 16, 2023NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, August 15, 2023APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, August 15, 2023USE AMENDMENT ACCEPTED
Wednesday, August 9, 2023TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, August 10, 2023AMENDMENT TO USE PROCESSING COMPLETE
Thursday, August 10, 2023USE AMENDMENT FILED
Wednesday, August 9, 2023TEAS AMENDMENT OF USE RECEIVED
Wednesday, August 9, 2023EX PARTE APPEAL-INSTITUTED
Wednesday, August 9, 2023JURISDICTION RESTORED TO EXAMINING ATTORNEY
Wednesday, August 9, 2023EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, August 9, 2023EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, August 9, 2023EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, August 9, 2023EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, August 9, 2023EXPARTE APPEAL RECEIVED AT TTAB
Monday, May 8, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Monday, May 8, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Saturday, February 11, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Saturday, February 11, 2023FINAL REFUSAL E-MAILED
Saturday, February 11, 2023FINAL REFUSAL WRITTEN
Saturday, January 21, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 20, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 20, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 22, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 22, 2022NON-FINAL ACTION E-MAILED
Friday, July 22, 2022NON-FINAL ACTION WRITTEN
Wednesday, July 20, 2022ASSIGNED TO EXAMINER
Monday, November 22, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, November 20, 2021NEW APPLICATION ENTERED