PRESENT VALUE FINANCIAL SERVICES LLC Trademark
Trademark Overview
On Monday, April 13, 2026, a trademark application was filed for PRESENT VALUE FINANCIAL SERVICES LLC with the United States Patent and Trademark Office. The USPTO has given the PRESENT VALUE FINANCIAL SERVICES LLC trademark a serial number of 99759882. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 13, 2026. This trademark is owned by Present Value Financial Services LLC. The PRESENT VALUE FINANCIAL SERVICES LLC trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Estate planning; Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial trust planning; Investment advisory services; Investment consultancy; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services
General Information
| Serial Number | 99759882 |
| Word Mark | PRESENT VALUE FINANCIAL SERVICES LLC |
| Filing Date | Monday, April 13, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, April 13, 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 | PRESENT VALUE FINANCIAL SERVICES LIMITED LIABILITY COMPANY |
| Goods and Services | Financial advisory services; Estate planning; Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial trust planning; Investment advisory services; Investment consultancy; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services |
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 | Monday, April 13, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, February 23, 2018 |
| First Use In Commerce Date | Friday, November 30, 2018 |
Trademark Owner History
| Party Name | Present Value Financial Services LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Purcellville, VA 20132
US |
Trademark Events
| Event Date | Event Description |
| Monday, April 13, 2026 | NEW APPLICATION ENTERED |
| Monday, April 13, 2026 | APPLICATION FILING RECEIPT MAILED |
