SAFE HARBOR TAX ADVISORY LLC Trademark

Trademark Overview


On Monday, January 22, 2024, a trademark application was filed for SAFE HARBOR TAX ADVISORY LLC with the United States Patent and Trademark Office. The USPTO has given the SAFE HARBOR TAX ADVISORY LLC trademark a serial number of 98369657. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Monday, March 3, 2025. The SAFE HARBOR TAX ADVISORY LLC trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Insurance services, namely, underwriting, issuing and administration of life insurance; Life insurance brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Issuance and administration of annuities; Payroll tax debiting services

Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax consulting services; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation; Management of tax files
safe harbor tax advisory llc

General Information


Serial Number98369657
Word MarkSAFE HARBOR TAX ADVISORY LLC
Filing DateMonday, January 22, 2024
Status645 - FINAL REFUSAL - MAILED
Status DateMonday, March 3, 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 ServicesAnnuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Insurance services, namely, underwriting, issuing and administration of life insurance; Life insurance brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Issuance and administration of annuities; Payroll tax debiting services
Goods and ServicesTax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax consulting services; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation; Management of tax files
NOT AVAILABLETAX ADVISORY LLC

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 22, 2024
Primary Code035
First Use Anywhere DateWednesday, December 8, 2010
First Use In Commerce DateWednesday, December 8, 2010

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 DateWednesday, December 8, 2010
First Use In Commerce DateWednesday, December 8, 2010

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, 2024NON-FINAL ACTION WRITTEN
Monday, August 19, 2024NON-FINAL ACTION E-MAILED
Monday, August 19, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 19, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, February 19, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 19, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, February 19, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 3, 2025FINAL REFUSAL E-MAILED
Monday, March 3, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, March 3, 2025FINAL REFUSAL WRITTEN