FUNDING WIZARD Trademark

Trademark Overview


On Tuesday, April 28, 2020, a trademark application was filed for FUNDING WIZARD with the United States Patent and Trademark Office. The USPTO has given the FUNDING WIZARD trademark a serial number of 88892235. The federal status of this trademark filing is REGISTERED as of Tuesday, November 17, 2020. This trademark is owned by Keystone Financial Services Inc. The FUNDING WIZARD trademark is filed in the Insurance & Financial Services category with the following description:

Loan financing; Loan origination services; Loan origination services specializing in middle market companies; Advisory services relating to credit and debit control, investment, grants and financing of loans; Arranging and provision of credit, loans, insurance, currency exchange and travelers' checks; Electronic loan origination services; Electronic loan preparation services; Financial loan consultation; Financial services, namely, loan default mitigation services; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Electronic delivery of loan documents
funding wizard

General Information


Serial Number88892235
Word MarkFUNDING WIZARD
Filing DateTuesday, April 28, 2020
Status700 - REGISTERED
Status DateTuesday, November 17, 2020
Registration Number6199627
Registration DateTuesday, November 17, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 1, 2020

Trademark Statements


Disclaimer with Predetermined Text"FUNDING"
Goods and ServicesLoan financing; Loan origination services; Loan origination services specializing in middle market companies; Advisory services relating to credit and debit control, investment, grants and financing of loans; Arranging and provision of credit, loans, insurance, currency exchange and travelers' checks; Electronic loan origination services; Electronic loan preparation services; Financial loan consultation; Financial services, namely, loan default mitigation services; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Electronic delivery of loan documents

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 11, 2020
Primary Code036
First Use Anywhere DateFriday, March 1, 2019
First Use In Commerce DateFriday, March 1, 2019

Trademark Owner History


Party NameKeystone Financial Services Inc
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressAustin, TX 78731

Party NameKeystone Financial Services Inc
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressAustin, TX 78731

Party NameKeystone Financial Services Inc
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressAustin, TX 78731

Trademark Events


Event DateEvent Description
Tuesday, November 17, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, September 1, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 1, 2020PUBLISHED FOR OPPOSITION
Wednesday, August 12, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 28, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 28, 2020EXAMINER'S AMENDMENT ENTERED
Tuesday, July 28, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, July 28, 2020EXAMINERS AMENDMENT E-MAILED
Tuesday, July 28, 2020EXAMINERS AMENDMENT -WRITTEN
Tuesday, July 21, 2020ASSIGNED TO EXAMINER
Monday, May 11, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, May 1, 2020NEW APPLICATION ENTERED IN TRAM