JW COLE FINANCIAL Trademark
Trademark Overview
On Monday, April 14, 2025, a trademark application was filed for JW COLE FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the JW COLE FINANCIAL trademark a serial number of 99135149. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Thursday, January 15, 2026. This trademark is owned by J.W. COLE FINANCIAL, INC.. The JW COLE FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advice and consultancy services; Financial investment brokerage services; Financial planning; Financial portfolio management; Financial administration of retirement plans; Financial planning and investment advisory services; Financial services, namely, wealth management services; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment management; Capital investment services
General Information
| Serial Number | 99135149 |
| Word Mark | JW COLE FINANCIAL |
| Filing Date | Monday, April 14, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Thursday, January 15, 2026 |
| 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 | Estate planning; Financial advice and consultancy services; Financial investment brokerage services; Financial planning; Financial portfolio management; Financial administration of retirement plans; Financial planning and investment advisory services; Financial services, namely, wealth management services; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment management; Capital investment services |
| NOT AVAILABLE | "FINANCIAL" |
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 | Monday, April 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | J.W. COLE FINANCIAL, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Tampa, FL 33634 |
Trademark Events
| Event Date | Event Description |
| Monday, April 14, 2025 | NEW APPLICATION ENTERED |
| Monday, April 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, August 22, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 9, 2025 | ASSIGNED TO EXAMINER |
| Monday, September 15, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, September 15, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, September 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 15, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 15, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
