SENIOR TAX & INSURANCE ADVISORS Trademark

Trademark Overview


On Monday, October 28, 2024, a trademark application was filed for SENIOR TAX & INSURANCE ADVISORS with the United States Patent and Trademark Office. The USPTO has given the SENIOR TAX & INSURANCE ADVISORS trademark a serial number of 98824069. The federal status of this trademark filing is REGISTERED as of Tuesday, December 16, 2025. The SENIOR TAX & INSURANCE ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

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
senior tax & insurance advisors

General Information


Serial Number98824069
Word MarkSENIOR TAX & INSURANCE ADVISORS
Filing DateMonday, October 28, 2024
Status700 - REGISTERED
Status DateTuesday, December 16, 2025
Registration Number8070910
Registration DateTuesday, December 16, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


NOT AVAILABLE"TAX & INSURANCE ADVISORS"
Goods and ServicesAccounting 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 ServicesFinancial 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 MarkSENIOR TAX AND INSURANCE ADVISORS

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 28, 2024
Primary Code035
First Use Anywhere DateThursday, October 30, 2025
First Use In Commerce DateThursday, October 30, 2025

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 28, 2024
Primary Code036
First Use Anywhere DateThursday, October 30, 2025
First Use In Commerce DateThursday, October 30, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressLeander, TX 78641

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressLeander, TX 78641

Trademark Events


Event DateEvent Description
Monday, October 28, 2024NEW APPLICATION ENTERED
Saturday, April 26, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, April 29, 2025ASSIGNED TO EXAMINER
Wednesday, April 30, 2025NON-FINAL ACTION WRITTEN
Wednesday, April 30, 2025NON-FINAL ACTION E-MAILED
Wednesday, April 30, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 29, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, July 29, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, October 30, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, October 30, 2025TEAS AMENDMENT OF USE RECEIVED
Thursday, October 30, 2025USE AMENDMENT FILED
Thursday, October 30, 2025AMENDMENT TO USE PROCESSING COMPLETE
Friday, November 7, 2025USE AMENDMENT ACCEPTED
Friday, November 7, 2025NON-FINAL ACTION WRITTEN
Friday, November 7, 2025NON-FINAL ACTION E-MAILED
Friday, November 7, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 14, 2025EXAMINERS AMENDMENT -WRITTEN
Friday, November 14, 2025EXAMINERS AMENDMENT E-MAILED
Friday, November 14, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, November 14, 2025EXAMINER'S AMENDMENT ENTERED
Friday, November 14, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, December 16, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, December 16, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED