| Serial Number | 88649852 |
| Word Mark | LOCKERMAN FINANCIAL GROUP |
| Filing Date | Thursday, October 10, 2019 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Tuesday, August 26, 2025 |
| Registration Number | 6052757 |
| Registration Date | Tuesday, May 12, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 25, 2020 |
| Goods and Services | Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Financial portfolio analysis services |
| NOT AVAILABLE | "FINANCIAL GROUP" |
| 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, October 16, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 7, 2005 |
| First Use In Commerce Date | Monday, March 7, 2005 |
| Party Name | Lockerman, Lisa Lynn |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Party Name | Lockerman, Lisa Lynn |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Party Name | Lockerman, Lisa Lynn |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
| Event Date | Event Description |
| Monday, October 14, 2019 | NEW APPLICATION ENTERED |
| Tuesday, January 21, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 16, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 15, 2020 | ASSIGNED TO EXAMINER |
| Thursday, January 16, 2020 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Thursday, January 16, 2020 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Tuesday, January 21, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 21, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 21, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 25, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 21, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, February 5, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 25, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 12, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 12, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, May 12, 2025 | TEAS SECTION 8 RECEIVED |
| Monday, August 25, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, August 26, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, August 26, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |