FRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS Trademark

Trademark Overview


On Thursday, March 26, 2026, a trademark application was filed for FRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS with the United States Patent and Trademark Office. The USPTO has given the FRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS trademark a serial number of 99726205. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 26, 2026. This trademark is owned by Three Oaks Advisory Group, LLC. The FRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS trademark is filed in the Education & Entertainment Services category with the following description:

Providing a website featuring non-downloadable videos in the field of financial planning, estate planning, retirement planning, wealth and tax management and planning, asset protection and business management.; Providing online non-downloadable videos in the field of financial planning for businesses and individuals, estate and trust planning; wealth and tax management; financial planning for retirement; investments, asset protection, and business management.; Educational and entertainment services, namely, a continuing program about financial planning for businesses and individuals, estate and trust planning; wealth and tax management; financial planning for retirement; investments, asset protection, and business management accessible via video and computer networks.
freshly financial:  organic wealth management conversations

General Information


Serial Number99726205
Word MarkFRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS
Filing DateThursday, March 26, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, March 26, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkFRESHLY FINANCIAL ORGANIC WEALTH MANAGEMENT CONVERSATIONS
Goods and ServicesProviding a website featuring non-downloadable videos in the field of financial planning, estate planning, retirement planning, wealth and tax management and planning, asset protection and business management.; Providing online non-downloadable videos in the field of financial planning for businesses and individuals, estate and trust planning; wealth and tax management; financial planning for retirement; investments, asset protection, and business management.; Educational and entertainment services, namely, a continuing program about financial planning for businesses and individuals, estate and trust planning; wealth and tax management; financial planning for retirement; investments, asset protection, and business management accessible via video and computer networks.

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, March 26, 2026
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThree Oaks Advisory Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRichardson, TX 75080
US

Trademark Events


Event DateEvent Description
Thursday, March 26, 2026NEW APPLICATION ENTERED
Thursday, March 26, 2026APPLICATION FILING RECEIPT MAILED
Sunday, March 29, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED