MCCAFFREY WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, August 1, 2025, a trademark application was filed for MCCAFFREY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MCCAFFREY WEALTH MANAGEMENT trademark a serial number of 99316002. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Wednesday, December 17, 2025. This trademark is owned by Mccaffrey Wealth Management, LLC. The MCCAFFREY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Providing information regarding financial investment strategies; Fund management for private clients; Financial portfolio analysis services; Financial portfolio management
General Information
| Serial Number | 99316002 |
| Word Mark | MCCAFFREY WEALTH MANAGEMENT |
| Filing Date | Friday, August 1, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Wednesday, December 17, 2025 |
| 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
| Description of Mark | The mark consists of a shield with a knight riding a horse on it. Below are the words "MCCAFFREY WEALTH MANAGEMENT" with horizontal lines surrounding "MCCAFFREY" and an underline beneath "WEALTH MANAGEMENT". |
| Goods and Services | Providing information regarding financial investment strategies; Fund management for private clients; Financial portfolio analysis services; Financial portfolio management |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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 | Friday, August 1, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 9, 2020 |
| First Use In Commerce Date | Monday, November 9, 2020 |
Trademark Owner History
| Party Name | Mccaffrey Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Richmond, TX 77407 |
Trademark Events
| Event Date | Event Description |
| Friday, August 1, 2025 | NEW APPLICATION ENTERED |
| Friday, August 1, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, December 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 10, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, December 17, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, December 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
