
| Serial Number | 98824069 |
| Word Mark | SENIOR TAX & INSURANCE ADVISORS |
| Filing Date | Monday, October 28, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 16, 2025 |
| Registration Number | 8070910 |
| Registration Date | Tuesday, December 16, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| NOT AVAILABLE | "TAX & INSURANCE ADVISORS" |
| Goods and Services | Accounting services; Tax consultation; Income tax preparation; Tax advisory services; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning |
| Goods and Services | Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment brokerage; Investment management; Estate planning; Social Security and Medicare claims administration and consulting services rendered to individuals; Insurance consulting in the fields of life insurance; Insurance consultancy; Insurance agency and brokerage; Social security consulting services rendered to individuals in the nature of social security maximization; Financial retirement plan consulting services in the nature of tax-efficient retirement income planning |
| Pseudo Mark | SENIOR TAX AND INSURANCE ADVISORS |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, October 28, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, October 30, 2025 |
| First Use In Commerce Date | Thursday, October 30, 2025 |
| 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, October 28, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 30, 2025 |
| First Use In Commerce Date | Thursday, October 30, 2025 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Leander, TX 78641 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Leander, TX 78641 |
| Event Date | Event Description |
| Monday, October 28, 2024 | NEW APPLICATION ENTERED |
| Saturday, April 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 29, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, April 30, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 30, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 30, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 29, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, July 29, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, October 30, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 30, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, October 30, 2025 | USE AMENDMENT FILED |
| Thursday, October 30, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, November 7, 2025 | USE AMENDMENT ACCEPTED |
| Friday, November 7, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, November 7, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, November 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, November 14, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 14, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 14, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 14, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, November 14, 2025 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, December 16, 2025 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, December 16, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |