OAK & CO. FINANCIAL Trademark
Trademark Overview
On Thursday, May 28, 2026, a trademark application was filed for OAK & CO. FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the OAK & CO. FINANCIAL trademark a serial number of 99850137. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, May 28, 2026. This trademark is owned by Oak & Co. Financial, LCC. The OAK & CO. FINANCIAL trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Financial planning; Investment advisory services; Investment management; Insurance brokerage in the field of life, disability, and long-term care insurance; Financial consultation; Financial wealth management services
Professional coaching services in the field of financial planning and personal finance
General Information
| Serial Number | 99850137 |
| Word Mark | OAK & CO. FINANCIAL |
| Filing Date | Thursday, May 28, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, May 28, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | OAK AND CO FINANCIAL |
| Goods and Services | Financial planning; Investment advisory services; Investment management; Insurance brokerage in the field of life, disability, and long-term care insurance; Financial consultation; Financial wealth management services |
| Pseudo Mark | OAK AND COMPANY FINANCIAL |
| Goods and Services | Professional coaching services in the field of financial planning and personal finance |
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 | Thursday, May 28, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, December 13, 2025 |
| First Use In Commerce Date | Wednesday, December 31, 2025 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 28, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, December 13, 2025 |
| First Use In Commerce Date | Wednesday, December 31, 2025 |
Trademark Owner History
| Party Name | Oak & Co. Financial, LCC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Mill, SC 29715
US |
Trademark Events
| Event Date | Event Description |
| Thursday, May 28, 2026 | NEW APPLICATION ENTERED |
| Thursday, May 28, 2026 | APPLICATION FILING RECEIPT MAILED |
