Trademark Overview
On Monday, October 6, 2025, a trademark application was filed for FOCUS PARTNERS INSTITUTIONAL with the United States Patent and Trademark Office. The USPTO has given the FOCUS PARTNERS INSTITUTIONAL trademark a serial number of 99428723. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, October 6, 2025. This trademark is owned by Focus Partners Wealth, LLC. The FOCUS PARTNERS INSTITUTIONAL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Educational services, namely, providing advice and training to employees in the field of financial planning; Providing online non-downloadable videos in the field of wealth management services
Financial services, namely, wealth management services, investment advice, investment management, and investment consultation; Financial planning and investment advisory services; capital investment services, namely, investing in financial, investment, and consulting services providers; royalty administration, namely, financial administration of royalty payments; employee financial benefit plans and investment consulting services; Financial services, namely, equity capital investment in wealth management firms
Business management advice; consulting services, namely, providing practice management, investment modeling, risk management, and back-office support in the fields of financial planning; Providing business advice in the field of investment policies, including investment objectives, risk tolerance, and portfolio constraints and spending; royalty administration services, namely, accounting services in the field of royalties; Tax consulting services; Tax preparation; Accounting services; business management consulting services for wealth management firms
