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 PUBLISHED FOR OPPOSITION as of Tuesday, August 19, 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, August 19, 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 | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Morristown, NJ 07960 |
| 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 |
| Tuesday, July 8, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 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 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 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 |
| Wednesday, August 13, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 19, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 19, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 29, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 8, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 29, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, July 29, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
