FINANCIAL & TAX STRATEGIES, LLC GARY GOLDBERG RETIRE YOUNGER, RICHER & WITH LESS ANXIETY! Trademark
Trademark Overview
On Thursday, August 29, 2024, a trademark application was filed for FINANCIAL & TAX STRATEGIES, LLC GARY GOLDBERG RETIRE YOUNGER, RICHER & WITH LESS ANXIETY! with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL & TAX STRATEGIES, LLC GARY GOLDBERG RETIRE YOUNGER, RICHER & WITH LESS ANXIETY! trademark a serial number of 98724123. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Thursday, November 6, 2025. This trademark is owned by Financial & Tax Strategies, LLC. The FINANCIAL & TAX STRATEGIES, LLC GARY GOLDBERG RETIRE YOUNGER, RICHER & WITH LESS ANXIETY! trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services
General Information
| Serial Number | 98724123 |
| Word Mark | FINANCIAL & TAX STRATEGIES, LLC GARY GOLDBERG RETIRE YOUNGER, RICHER & WITH LESS ANXIETY! |
| Filing Date | Thursday, August 29, 2024 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Thursday, November 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | FINANCIAL AND TAX STRATEGIES LLC GARY GOLDBERG RETIRE YOUNGER RICHER AND WITH LESS ANXIETY |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of an image of an arrow pointing diagonally upward in a curved motion in front of 10 vertical rectangles varying in height. There are 2 partial shapes similar to cylinders cut in half vertically on the left side of the image with a tail from each of the images left side with a curving motion going upward to the top of the image almost touching the "F" in stylized slogan "FINANCIAL & TAX STRATEGIES, LLC GARY GOLDBERG RETIRE YOUNGER, RICHER & WITH LESS ANXIETY!". |
| Goods and Services | Financial advisory and consultancy services |
| NOT AVAILABLE | FINANCIAL & TAX STRATEGIES, LLC |
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 | Thursday, August 29, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 31, 2024 |
| First Use In Commerce Date | Wednesday, January 31, 2024 |
Trademark Owner History
| Party Name | Financial & Tax Strategies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | O Fallon, IL 62269 |
Trademark Events
| Event Date | Event Description |
| Thursday, August 29, 2024 | NEW APPLICATION ENTERED |
| Friday, March 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 28, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, March 29, 2025 | ASSIGNED TO EXAMINER |
| Thursday, May 15, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, May 15, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, May 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 29, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 29, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 29, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 6, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
