MONTE FINANCIAL GROUP Trademark
Trademark Overview
On Friday, December 23, 2016, a trademark application was filed for MONTE FINANCIAL GROUP with the United States Patent and Trademark Office. The USPTO has given the MONTE FINANCIAL GROUP trademark a serial number of 87279667. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, June 8, 2023. This trademark is owned by Monte Financial Group, LLC. The MONTE FINANCIAL GROUP trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning consultation; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advice; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
General Information
| Serial Number | 87279667 |
| Word Mark | MONTE FINANCIAL GROUP |
| Filing Date | Friday, December 23, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, June 8, 2023 |
| Registration Number | 5246070 |
| Registration Date | Tuesday, July 18, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 2, 2017 |
Trademark Statements
| Description of Mark | The mark consists of a green circle containing two overlapping green triangles pointed upwards, like a mountain range, and a third, much smaller, orange triangle located at the apex of the right of the two larger triangles. The orange triangle is pointed to the right, like a flag. The wording "monte FINANCIAL GROUP" in green is located to the right of this aforementioned design element. |
| Goods and Services | Financial planning consultation; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advice; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, money management services |
| Indication of Colors claimed | The color(s) green and orange is/are claimed as a feature of the mark. |
| Translation of Words in Mark | The English translation of "monte" in the mark is "mountain". |
| Disclaimer with Predetermined Text | "FINANCIAL GROUP" |
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, January 6, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 30, 2009 |
| First Use In Commerce Date | Monday, November 30, 2009 |
Trademark Owner History
| Party Name | Monte Financial Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Guilford, CT 06437 |
| Party Name | Monte Financial Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Guilford, CT 06437 |
| Party Name | Monte Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Guilford, CT 06437 |
Trademark Events
| Event Date | Event Description |
| Thursday, June 8, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, June 8, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, June 8, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, December 5, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, July 18, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 18, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 2, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 2, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 12, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 28, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 23, 2017 | ASSIGNED TO EXAMINER |
| Saturday, January 7, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 6, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 27, 2016 | NEW APPLICATION ENTERED |
