LEVERTY FINANCIAL GROUP Trademark

Trademark Overview


On Monday, October 5, 2020, a trademark application was filed for LEVERTY FINANCIAL GROUP with the United States Patent and Trademark Office. The USPTO has given the LEVERTY FINANCIAL GROUP trademark a serial number of 90235656. The federal status of this trademark filing is REGISTERED as of Tuesday, August 17, 2021. This trademark is owned by Leverty Financial Group, LLC. The LEVERTY FINANCIAL GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation in the nature of investment of funds, cash flow management in the nature of on-line cash account services, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial advising for and management of retirement plans, endowments, and foundations; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Investment advisory services, namely, Registered Investment Advisor (RIA) services
leverty financial group

General Information


Serial Number90235656
Word MarkLEVERTY FINANCIAL GROUP
Filing DateMonday, October 5, 2020
Status700 - REGISTERED
Status DateTuesday, August 17, 2021
Registration Number6458018
Registration DateTuesday, August 17, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Disclaimer with Predetermined Text"FINANCIAL GROUP"
Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation in the nature of investment of funds, cash flow management in the nature of on-line cash account services, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial advising for and management of retirement plans, endowments, and foundations; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Investment advisory services, namely, Registered Investment Advisor (RIA) services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 18, 2020
Primary Code036
First Use Anywhere DateWednesday, September 16, 2020
First Use In Commerce DateWednesday, September 16, 2020

Trademark Owner History


Party NameLeverty Financial Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHudson, WI 54016

Party NameLeverty Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHudson, WI 54016

Trademark Events


Event DateEvent Description
Tuesday, August 17, 2021REGISTERED-SUPPLEMENTAL REGISTER
Thursday, July 15, 2021LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 14, 2021ASSIGNED TO LIE
Tuesday, July 13, 2021APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, July 10, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 9, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 9, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 9, 2021NOTIFICATION OF PRIORITY ACTION E-MAILED
Tuesday, March 9, 2021PRIORITY ACTION E-MAILED
Tuesday, March 9, 2021PRIORITY ACTION WRITTEN
Tuesday, March 2, 2021ASSIGNED TO EXAMINER
Thursday, February 11, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 11, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 11, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 18, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, October 8, 2020NEW APPLICATION ENTERED IN TRAM