HELPING OUR CLIENTS ACHIEVE SECURITY, BUILD WEALTH AND REALIZE THEIR DREAMS Trademark
Trademark Overview
On Tuesday, September 30, 2025, a trademark application was filed for HELPING OUR CLIENTS ACHIEVE SECURITY, BUILD WEALTH AND REALIZE THEIR DREAMS with the United States Patent and Trademark Office. The USPTO has given the HELPING OUR CLIENTS ACHIEVE SECURITY, BUILD WEALTH AND REALIZE THEIR DREAMS trademark a serial number of 99422087. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, September 30, 2025. This trademark is owned by 1st Source Bank. The HELPING OUR CLIENTS ACHIEVE SECURITY, BUILD WEALTH AND REALIZE THEIR DREAMS trademark is filed in the Insurance & Financial Services category with the following description:
Banking and financing services; Mortgage banking; Investment advisory services; Bill payment services provided via a website and mobile applications; Credit and loan services; Financial consultation in the field of personal banking; Financial administration of retirement plans; Loan financing; Financing services; Financial services, namely, wealth management services; Trustee services; Individual retirement account services; Cash management; Insurance agencies; Insurance and financial information and consultancy services
General Information
| Serial Number | 99422087 |
| Word Mark | HELPING OUR CLIENTS ACHIEVE SECURITY, BUILD WEALTH AND REALIZE THEIR DREAMS |
| Filing Date | Tuesday, September 30, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Banking and financing services; Mortgage banking; Investment advisory services; Bill payment services provided via a website and mobile applications; Credit and loan services; Financial consultation in the field of personal banking; Financial administration of retirement plans; Loan financing; Financing services; Financial services, namely, wealth management services; Trustee services; Individual retirement account services; Cash management; Insurance agencies; Insurance and financial information and consultancy services |
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 | Tuesday, September 30, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | 1st Source Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | South Bend, IN 46601 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 30, 2025 | NEW APPLICATION ENTERED |
| Tuesday, September 30, 2025 | APPLICATION FILING RECEIPT MAILED |
