PROVIDING A FULL SPECTRUM OF FINANCIAL SERVICES Trademark

Trademark Overview


On Sunday, December 7, 2025, a trademark application was filed for PROVIDING A FULL SPECTRUM OF FINANCIAL SERVICES with the United States Patent and Trademark Office. The USPTO has given the PROVIDING A FULL SPECTRUM OF FINANCIAL SERVICES trademark a serial number of 99533975. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, December 7, 2025. This trademark is owned by Prism Financial Group, LLC. The PROVIDING A FULL SPECTRUM OF FINANCIAL SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services in the fields of: advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, social security planning, 529 college savings plan and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, investment management, and property and trust management.
providing a full spectrum of financial services

General Information


Serial Number99533975
Word MarkPROVIDING A FULL SPECTRUM OF FINANCIAL SERVICES
Filing DateSunday, December 7, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSunday, December 7, 2025
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 advisory services in the fields of: advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, social security planning, 529 college savings plan and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, investment management, and property and trust management.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, December 7, 2025
Primary Code036
First Use Anywhere DateSaturday, December 31, 2022
First Use In Commerce DateSaturday, December 31, 2022

Trademark Owner History


Party NamePrism Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWallingford, PA 19086

Trademark Events


Event DateEvent Description
Sunday, December 7, 2025NEW APPLICATION ENTERED
Sunday, December 7, 2025APPLICATION FILING RECEIPT MAILED