INSIGNIS FINANCIAL GROUP, LLC Trademark
Trademark Overview
On Thursday, February 19, 2026, a trademark application was filed for INSIGNIS FINANCIAL GROUP, LLC with the United States Patent and Trademark Office. The USPTO has given the INSIGNIS FINANCIAL GROUP, LLC trademark a serial number of 99661491. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, February 19, 2026. This trademark is owned by INSIGNIS FINANCIAL GROUP LLC. The INSIGNIS FINANCIAL GROUP, LLC trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Debt management consultation; Debt management services; Debt management consultancy; Cash management; Financial management in the field of investment portfolios; Financial planning; Financial risk management; Financial risk management consultation; Financial risk assessment services; Investment management; Investment consultation; Financial loan consultation; Estate trust planning; Financial trust planning; Trust services, namely, investment and trust company services
General Information
| Serial Number | 99661491 |
| Word Mark | INSIGNIS FINANCIAL GROUP, LLC |
| Filing Date | Thursday, February 19, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, February 19, 2026 |
| 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 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of two stylized overlapped, intertwined, horizontal and vertical figure eights, said figure eights having shaded circles in their openings, all contained within a larger shaded circle; to the right of the stylized design is the stylized wording "INSIGNIS", below which is the stylized wording "FINANCIAL GROUP, LLC". |
| NOT AVAILABLE | "the disclaimed words are "FINANCIAL GROUP, LLC" |
| Goods and Services | Estate planning; Debt management consultation; Debt management services; Debt management consultancy; Cash management; Financial management in the field of investment portfolios; Financial planning; Financial risk management; Financial risk management consultation; Financial risk assessment services; Investment management; Investment consultation; Financial loan consultation; Estate trust planning; Financial trust planning; Trust services, namely, investment and trust company 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 | Thursday, February 19, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 29, 2025 |
| First Use In Commerce Date | Wednesday, January 29, 2025 |
Trademark Owner History
| Party Name | INSIGNIS FINANCIAL GROUP LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Melville, NY 11747 |
Trademark Events
| Event Date | Event Description |
| Thursday, February 19, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 19, 2026 | APPLICATION FILING RECEIPT MAILED |
