| Serial Number | 99046563 |
| Word Mark | INSIGNIS FINANCIAL GROUP, LLC |
| Filing Date | Tuesday, February 18, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, August 1, 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 |
| Description of Mark | The mark consists of a stylized design comprising overlapped, intertwined, horizontal and vertical figure eights, said figure eights having circles in their openings, all contained within a larger circle; to the right of the stylized design is the word INSIGNIS, below which is the phrase FINANCIAL GROUP, LLC. |
| Pseudo Mark | INSIGNIS FINANCIAL GROUP LLC |
| Goods and Services | Financial management in the field of investment portfolios; Financial planning; Financial risk management; Financial risk management consultation; Investment brokerage; Financial loan consultation; Credit and financial consultation; Debt management services; Debt management consultation; Financial retirement plan consulting services; Financial planning for retirement; Financial administration of retirement plans; Estate planning; Estate trust planning; Financial trust planning; Trust services, namely, investment and trust company services; Trading in securities; Estate trust management; Reinsurance brokerage services in the field of personal insurance, disability insurance, liability insurance, and life insurance insurance; Providing information regarding financial investment strategies; Providing insurance information in the field of personal, disability, liability, and life insurance; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing information in the field of estate planning; Providing financial information via a website; Providing information in the field of personal finance via a website; Financial information provided by electronic means; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial information provided by electronic means in the field of finance, investment, financial planning, and investment strategy |
| 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 | Wednesday, February 19, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 29, 2025 |
| First Use In Commerce Date | Wednesday, January 29, 2025 |
| Party Name | INSIGNIS FINANCIAL GROUP LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Melville, NY 11747 |
| Event Date | Event Description |
| Tuesday, February 18, 2025 | NEW APPLICATION ENTERED |
| Tuesday, February 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 17, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 17, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 1, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, August 1, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, July 24, 2025 | ASSIGNED TO EXAMINER |