MY PERSONAL FINANCIAL ADVISOR Trademark
Trademark Overview
On Saturday, March 30, 2024, a trademark application was filed for MY PERSONAL FINANCIAL ADVISOR with the United States Patent and Trademark Office. The USPTO has given the MY PERSONAL FINANCIAL ADVISOR trademark a serial number of 98476117. The federal status of this trademark filing is REGISTERED as of Tuesday, February 18, 2025. The MY PERSONAL FINANCIAL ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Insurance consultancy; Insurance consultation; Investment management
General Information
| Serial Number | 98476117 |
| Word Mark | MY PERSONAL FINANCIAL ADVISOR |
| Filing Date | Saturday, March 30, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 18, 2025 |
| Registration Number | 7693703 |
| Registration Date | Tuesday, February 18, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 31, 2024 |
Trademark Statements
| Description of Mark | The mark consists of two
shaking hands forming a circular outline with a gap formed at the top. The
hand on the right comprises different shades of blue getting darker from
the right circular outline towards the fingers. The hand on the left
comprises different shades of orange and red having orange at the top of
the left circular outline and changing to a darker red at the fingers. A
black tree is positioned above the two hands and surrounded by the
circular outline. Under the hands is the wording "MY PERSONAL FINANCIAL ADVISOR" in black. The color white represents background, outlining, shading, and/or transparent areas and are not part of the mark. |
| Goods and Services | Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Insurance consultancy; Insurance consultation; Investment management |
| Indication of Colors claimed | The colors orange, red, blue and black are claimed as a feature of the mark. |
| NOT AVAILABLE | "PERSONAL FINANCIAL ADVISOR" |
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 | Saturday, March 30, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 18, 2024 |
| First Use In Commerce Date | Monday, March 18, 2024 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | San Luis Ray, CA 92068 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | San Luis Ray, CA 92068 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Luis Ray, CA 92068 |
Trademark Events
| Event Date | Event Description |
| Saturday, March 30, 2024 | NEW APPLICATION ENTERED |
| Tuesday, September 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 10, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, September 3, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, October 21, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, October 21, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 21, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 21, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 21, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, December 25, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 31, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 31, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 18, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 18, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
