FINANCIAL SOLUTIONS THROUGH EDUCATION Trademark
Trademark Overview
On Friday, January 17, 2025, a trademark application was filed for FINANCIAL SOLUTIONS THROUGH EDUCATION with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL SOLUTIONS THROUGH EDUCATION trademark a serial number of 99005943. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, July 30, 2025. This trademark is owned by Cornerstone Wealth Associates LLC. The FINANCIAL SOLUTIONS THROUGH EDUCATION trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advisory services; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial risk assessment services; Insurance consultancy; Insurance consultation; Insurance risk management; Insurance underwriting consultation; Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Strategic financial advisory services
General Information
| Serial Number | 99005943 |
| Word Mark | FINANCIAL SOLUTIONS THROUGH EDUCATION |
| Filing Date | Friday, January 17, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, July 30, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 19, 2025 |
Trademark Statements
| Goods and Services | Estate planning; Financial advisory services; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial risk assessment services; Insurance consultancy; Insurance consultation; Insurance risk management; Insurance underwriting consultation; Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Strategic financial advisory services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 1, 2018 |
| First Use In Commerce Date | Monday, January 1, 2018 |
Trademark Owner History
| Party Name | Cornerstone Wealth Associates LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Morristown, NJ 07960 |
Trademark Events
| Event Date | Event Description |
| Friday, January 17, 2025 | NEW APPLICATION ENTERED |
| Friday, January 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 26, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 8, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, July 14, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, July 14, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, July 14, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, July 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 29, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 29, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, July 29, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 29, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, July 14, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 8, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 8, 2025 | NON-FINAL ACTION E-MAILED |
