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 NON-FINAL ACTION - MAILED as of Saturday, June 27, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Saturday, June 27, 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. |
| Pseudo Mark | INSIGNIS FINANCIAL GROUP LLC |
| NOT AVAILABLE | "the disclaimed words are "FINANCIAL GROUP, LLC" |
| 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". |
| 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
US |
Trademark Events
| Event Date | Event Description |
| Thursday, February 19, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 19, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, June 21, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, June 21, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, June 22, 2026 | ASSIGNED TO EXAMINER |
| Saturday, June 27, 2026 | NON-FINAL ACTION WRITTEN |
| Saturday, June 27, 2026 | NON-FINAL ACTION E-MAILED |
| Saturday, June 27, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
