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 99850138. 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 | 99850138 |
| 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 | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 |
| Description of Mark | The mark consists of a design of an oak leaf and acorn enclosed within a horizontal rectangle with rounded corners, positioned above stylized wording. The oak leaf extends to the right, and the acorn is attached to the stem on the left side. Directly below the rectangle is the wording "Oak & Co." in a stylized serif font. Beneath "Oak & Co." is the word "FINANCIAL" in a smaller, spaced sans-serif font. |
| 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 |
