FINANCIAL RESOURCES, INC. A WEALTH & RETIREMENT MANAGEMENT COMPANY Trademark

Trademark Overview


On Tuesday, April 15, 2025, a trademark application was filed for FINANCIAL RESOURCES, INC. A WEALTH & RETIREMENT MANAGEMENT COMPANY with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL RESOURCES, INC. A WEALTH & RETIREMENT MANAGEMENT COMPANY trademark a serial number of 99138866. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, April 15, 2025. The FINANCIAL RESOURCES, INC. A WEALTH & RETIREMENT MANAGEMENT COMPANY trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment management services in the field of acquiring joint ventures; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Financial planning for retirement; Financial administration of retirement plans; Financial retirement plan consulting services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
financial resources, inc. a wealth & retirement management company

General Information


Serial Number99138866
Word MarkFINANCIAL RESOURCES, INC. A WEALTH & RETIREMENT MANAGEMENT COMPANY
Filing DateTuesday, April 15, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, April 15, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of the words FINANCIAL RESOURCES, INC. above the words 'A Wealth & Retirement Management Company' in between two horizontal lines.
Goods and ServicesFinancial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment management services in the field of acquiring joint ventures; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Financial planning for retirement; Financial administration of retirement plans; Financial retirement plan consulting services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
NOT AVAILABLENo claim is made to the exclusive right to use A Wealth & Retirement Management Firm, apart from the mark as shown.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, April 15, 2025
Primary Code036
First Use Anywhere DateMonday, May 14, 1984
First Use In Commerce DateMonday, May 14, 1984

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressDanville, CA 94526

Trademark Events


Event DateEvent Description
Tuesday, April 15, 2025NEW APPLICATION ENTERED
Tuesday, April 15, 2025APPLICATION FILING RECEIPT MAILED