PEAKSTONE FINANCIAL ADVISORS Trademark
Trademark Overview
On Thursday, October 30, 2025, a trademark application was filed for PEAKSTONE FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the PEAKSTONE FINANCIAL ADVISORS trademark a serial number of 99470878. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 30, 2025. This trademark is owned by Plotkin Financial Advisors, LLC. The PEAKSTONE FINANCIAL ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Tax consultation; Tax assessment; Tax preparation; Income tax consultation; Tax planning
Financial planning and investment advisory services; Financial planning for retirement; Estate planning; Financial asset management; Financial management in the field of investment portfolios; Financial wealth management services
General Information
| Serial Number | 99470878 |
| Word Mark | PEAKSTONE FINANCIAL ADVISORS |
| Filing Date | Thursday, October 30, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, October 30, 2025 |
| 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
| Goods and Services | Tax consultation; Tax assessment; Tax preparation; Income tax consultation; Tax planning |
| Goods and Services | Financial planning and investment advisory services; Financial planning for retirement; Estate planning; Financial asset management; Financial management in the field of investment portfolios; Financial wealth management services |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 30, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, October 30, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Plotkin Financial Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chevy Chase, MD 20815 |
Trademark Events
| Event Date | Event Description |
| Thursday, October 30, 2025 | NEW APPLICATION ENTERED |
| Thursday, October 30, 2025 | APPLICATION FILING RECEIPT MAILED |
