FINANCIAL HARMONY Trademark

Trademark Overview

On Tuesday, September 2, 2025, a trademark application was filed for FINANCIAL HARMONY with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL HARMONY trademark a serial number of 99368973. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, January 20, 2026. The FINANCIAL HARMONY trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Educational services, namely, conducting workshops, seminars, conferences, podcasts, and online courses in the field of financial planning, behavioral finance, financial psychology, retirement planning, and wealth management; providing a website featuring blogs and non-downloadable publications in the field of financial education and planning.

Financial planning, namely, investment advisory services; financial consultancy; providing financial information and analysis in the fields of retirement, tax, and wealth management.
financial harmony

General Information

Serial Number99368973
Word MarkFINANCIAL HARMONY
Filing DateTuesday, September 2, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, January 20, 2026
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 ServicesEducational services, namely, conducting workshops, seminars, conferences, podcasts, and online courses in the field of financial planning, behavioral finance, financial psychology, retirement planning, and wealth management; providing a website featuring blogs and non-downloadable publications in the field of financial education and planning.
Goods and ServicesFinancial planning, namely, investment advisory services; financial consultancy; providing financial information and analysis in the fields of retirement, tax, and wealth management.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 2, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, September 2, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressHouston, TX 77079

Trademark Events

Event DateEvent Description
Tuesday, September 2, 2025NEW APPLICATION ENTERED
Tuesday, September 2, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 2, 2025APPLICATION FILING RECEIPT MAILED
Thursday, January 15, 2026ASSIGNED TO EXAMINER
Tuesday, January 20, 2026NON-FINAL ACTION WRITTEN
Tuesday, January 20, 2026NON-FINAL ACTION E-MAILED
Tuesday, January 20, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 4, 2026APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, February 4, 2026APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

Related Keywords

harmony financial planning retirement field wealth management services providing namely downloadable