FINANCIAL STRATEGIES Trademark
Trademark Overview
On Friday, June 6, 2025, a trademark application was filed for FINANCIAL STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL STRATEGIES trademark a serial number of 99221842. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, June 6, 2025. The FINANCIAL STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial services, namely, wealth management services
General Information
| Serial Number | 99221842 |
| Word Mark | FINANCIAL STRATEGIES |
| Filing Date | Friday, June 6, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, June 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the navy stylized words "TRINITY FINANCIAL STRATEGIES". To the left of the wording is the green trinity symbol inside of a blue circle. Below the logo is the sentence "Your Financial Life- Organized. Focused. Simplified." The mark appears on a white background, however, white is not a feature of the mark. |
| Goods and Services | Financial planning; Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) blue, green is/are claimed as a feature of the mark. |
| NOT AVAILABLE | No claim is made to the exclusive right to use FINANCIAL STRATEGIES, apart from the mark as shown. |
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, June 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 31, 2024 |
| First Use In Commerce Date | Friday, May 31, 2024 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Morristown, NJ 07962 |
Trademark Events
| Event Date | Event Description |
| Friday, June 6, 2025 | NEW APPLICATION ENTERED |
| Friday, June 6, 2025 | APPLICATION FILING RECEIPT MAILED |
