SERVING THE SPECTRUM OF YOUR FINANCIAL NEEDS Trademark

Trademark Overview

On Friday, November 7, 2025, a trademark application was filed for SERVING THE SPECTRUM OF YOUR FINANCIAL NEEDS with the United States Patent and Trademark Office. The USPTO has given the SERVING THE SPECTRUM OF YOUR FINANCIAL NEEDS trademark a serial number of 99484997. The federal status of this trademark filing is REGISTERED as of Tuesday, June 2, 2026. This trademark is owned by Kaufer Financial LLC. The SERVING THE SPECTRUM OF YOUR FINANCIAL NEEDS 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
serving the spectrum of your financial needs

General Information

Serial Number99484997
Word MarkSERVING THE SPECTRUM OF YOUR FINANCIAL NEEDS
Filing DateFriday, November 7, 2025
Status700 - REGISTERED
Status DateTuesday, June 2, 2026
Registration Number8283945
Registration DateTuesday, June 2, 2026
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 14, 2026

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 DateFriday, November 7, 2025
Primary Code036
First Use Anywhere DateTuesday, December 31, 2019
First Use In Commerce DateTuesday, December 31, 2019

Trademark Owner History

Party NameKaufer Financial LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWallingford, PA 19086
US
Party NameKaufer Financial LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWallingford, PA 19086
US
Party NameKaufer Financial LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWallingford, PA 19086
US

Trademark Events

Event DateEvent Description
Friday, November 7, 2025NEW APPLICATION ENTERED
Friday, November 7, 2025APPLICATION FILING RECEIPT MAILED
Sunday, March 15, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 19, 2026ASSIGNED TO EXAMINER
Thursday, March 19, 2026APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 8, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 14, 2026PUBLISHED FOR OPPOSITION
Tuesday, April 14, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 2, 2026REGISTERED-PRINCIPAL REGISTER
Tuesday, June 23, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, June 23, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, June 23, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

needs financial your spectrum serving planning management investment college retirement business succession strategy withdrawal charitable