OAKHEART FINANCIAL GROUP Trademark

Trademark Overview


On Tuesday, January 16, 2018, a trademark application was filed for OAKHEART FINANCIAL GROUP with the United States Patent and Trademark Office. The USPTO has given the OAKHEART FINANCIAL GROUP trademark a serial number of 87756806. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Monday, June 16, 2025. This trademark is owned by OFG, LLC. The OAKHEART FINANCIAL GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Brokerage in the field of stocks, mutual funds and other securities; Consumer lending services; Financial administration of retirement accounts, management services, IRA rollover and 401(k) rollover and enrollment; Financial analysis and consultation; Financial planning consultation; Financial research and information services; Financial risk management; Financial trust operations; Financial advisory and consultancy services, namely, IRA rollover and 401(k) rollover and enrollment; Financial advisory and consultancy services, namely, advice relating to investments, asset management and cash management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment management of and distribution of annuities; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Providing on-line financial calculators; Providing stock/securities market information; Trust services, namely, inves...
oakheart financial group

General Information


Serial Number87756806
Word MarkOAKHEART FINANCIAL GROUP
Filing DateTuesday, January 16, 2018
Status701 - SECTION 8 - ACCEPTED
Status DateMonday, June 16, 2025
Registration Number5707262
Registration DateTuesday, March 26, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 8, 2019

Trademark Statements


Pseudo MarkOAK HEART FINANCIAL GROUP
Goods and ServicesBrokerage in the field of stocks, mutual funds and other securities; Consumer lending services; Financial administration of retirement accounts, management services, IRA rollover and 401(k) rollover and enrollment; Financial analysis and consultation; Financial planning consultation; Financial research and information services; Financial risk management; Financial trust operations; Financial advisory and consultancy services, namely, IRA rollover and 401(k) rollover and enrollment; Financial advisory and consultancy services, namely, advice relating to investments, asset management and cash management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment management of and distribution of annuities; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Providing on-line financial calculators; Providing stock/securities market information; Trust services, namely, investment and trust company services; Financial portfolio management; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
NOT AVAILABLE"FINANCIAL GROUP"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, January 28, 2018
Primary Code036
First Use Anywhere DateFriday, October 20, 2017
First Use In Commerce DateFriday, October 20, 2017

Trademark Owner History


Party NameOFG, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCharlottesville, VA 22901

Party NameOFG, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCharlottesville, VA 22901

Party NameOFG, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCharlottesville, VA 22901

Trademark Events


Event DateEvent Description
Thursday, May 3, 2018NON-FINAL ACTION E-MAILED
Thursday, May 3, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 26, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 19, 2018NEW APPLICATION ENTERED
Sunday, January 28, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, April 26, 2018ASSIGNED TO EXAMINER
Thursday, May 3, 2018NON-FINAL ACTION WRITTEN
Wednesday, November 21, 2018ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Wednesday, November 21, 2018ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Monday, November 26, 2018TEAS PETITION TO REVIVE RECEIVED
Thursday, December 6, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 6, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 19, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 26, 2019REGISTERED-PRINCIPAL REGISTER
Monday, November 26, 2018PETITION TO REVIVE-GRANTED
Monday, November 26, 2018NOTICE OF REVIVAL - E-MAILED
Friday, November 30, 2018ASSIGNED TO LIE
Thursday, December 6, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 8, 2019PUBLISHED FOR OPPOSITION
Tuesday, January 8, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Friday, March 29, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, March 29, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 6, 2025TEAS SECTION 8 RECEIVED
Monday, June 16, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 16, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, June 16, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, March 26, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, March 29, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 29, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, March 29, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED