PERSONAL FINANCIAL ENGINEERING Trademark

Trademark Overview


On Friday, October 27, 2023, a trademark application was filed for PERSONAL FINANCIAL ENGINEERING with the United States Patent and Trademark Office. The USPTO has given the PERSONAL FINANCIAL ENGINEERING trademark a serial number of 98243022. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, June 12, 2024. This trademark is owned by Foyer Consulting Services LLC. The PERSONAL FINANCIAL ENGINEERING trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning consultation; Insurance consulting in the field of disability income, life, and long-term-care insurance; Investment advice; Real estate lending services; Advice relating to investments; Consultancy services relating to insurance; Estate trust planning; Financial retirement plan consulting services; Financial planning for retirement; Investment consultation in the fields of bonds, brokerage accounts, common stocks, educational IRAs, financial outcomes, government securities, Roth IRAs, retirement income, SEP IRAs, Simple IRAs, traditional IRAs, treasury bills, treasury notes, and variable annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments
personal financial engineering

General Information


Serial Number98243022
Word MarkPERSONAL FINANCIAL ENGINEERING
Filing DateFriday, October 27, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, June 12, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning; Financial planning consultation; Insurance consulting in the field of disability income, life, and long-term-care insurance; Investment advice; Real estate lending services; Advice relating to investments; Consultancy services relating to insurance; Estate trust planning; Financial retirement plan consulting services; Financial planning for retirement; Investment consultation in the fields of bonds, brokerage accounts, common stocks, educational IRAs, financial outcomes, government securities, Roth IRAs, retirement income, SEP IRAs, Simple IRAs, traditional IRAs, treasury bills, treasury notes, and variable annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 27, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameFoyer Consulting Services LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCarmel, IN 46032

Trademark Events


Event DateEvent Description
Friday, October 27, 2023NEW APPLICATION ENTERED
Sunday, January 14, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 10, 2024ASSIGNED TO EXAMINER
Wednesday, June 12, 2024NON-FINAL ACTION WRITTEN
Wednesday, June 12, 2024NON-FINAL ACTION E-MAILED
Wednesday, June 12, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED