SAFE HARBOR FIDUCIARY, LLC Trademark

Trademark Overview


On Monday, January 22, 2024, a trademark application was filed for SAFE HARBOR FIDUCIARY, LLC with the United States Patent and Trademark Office. The USPTO has given the SAFE HARBOR FIDUCIARY, LLC trademark a serial number of 98369481. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Friday, February 28, 2025. The SAFE HARBOR FIDUCIARY, LLC trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; Financial advice and consultancy services; Investment advice; Investment advice in the fields of securities, bonds, and other financial instruments; Investment advisory services; Investment banking services; Investment brokerage; Investment consultancy; Investment consultation; Investment consultation in the fields of Securities, bonds, and other financial instruments; Investment management; Investment management in the fields of securities, bonds, and other financial instruments; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of securities, bonds, and other financial instruments; Investment risk assessment services; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Equity capital investment; Financial investment analysis and stock research; Financial investment...
safe harbor fiduciary, llc

General Information


Serial Number98369481
Word MarkSAFE HARBOR FIDUCIARY, LLC
Filing DateMonday, January 22, 2024
Status645 - FINAL REFUSAL - MAILED
Status DateFriday, February 28, 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 advice; Financial advice and consultancy services; Investment advice; Investment advice in the fields of securities, bonds, and other financial instruments; Investment advisory services; Investment banking services; Investment brokerage; Investment consultancy; Investment consultation; Investment consultation in the fields of Securities, bonds, and other financial instruments; Investment management; Investment management in the fields of securities, bonds, and other financial instruments; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of securities, bonds, and other financial instruments; Investment risk assessment services; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Funds investment; Mutual fund investment; Mutual funds and capital investment; 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; Providing information regarding financial investment strategies; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Securities trading and investing services for others via the internet
NOT AVAILABLEFIDUCIARY, LLC

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 22, 2024
Primary Code036
First Use Anywhere DateMonday, May 14, 2012
First Use In Commerce DateMonday, May 14, 2012

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressPensacola, FL 32502

Trademark Events


Event DateEvent Description
Monday, January 22, 2024NEW APPLICATION ENTERED
Wednesday, May 22, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 16, 2024ASSIGNED TO EXAMINER
Monday, August 19, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 19, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 19, 2024NON-FINAL ACTION E-MAILED
Monday, August 19, 2024NON-FINAL ACTION WRITTEN
Monday, August 19, 2024NON-FINAL ACTION WRITTEN
Monday, August 19, 2024NON-FINAL ACTION E-MAILED
Tuesday, November 19, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, November 19, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, February 19, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 19, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 28, 2025FINAL REFUSAL WRITTEN
Friday, February 28, 2025FINAL REFUSAL E-MAILED
Friday, February 28, 2025NOTIFICATION OF FINAL REFUSAL EMAILED