SF STRATEFI WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, March 6, 2025, a trademark application was filed for SF STRATEFI WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SF STRATEFI WEALTH MANAGEMENT trademark a serial number of 99069766. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, August 25, 2025. This trademark is owned by StrateFi LLC. The SF STRATEFI WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial management; Financial consultancy; Financial consultation; Financial advice; Financial consulting; Financial planning; Financial planning consultation
General Information
| Serial Number | 99069766 |
| Word Mark | SF STRATEFI WEALTH MANAGEMENT |
| Filing Date | Thursday, March 6, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, August 25, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of The navy blue capital letters "S" "T" "R" "A" "T" "E" and the light blue "F" "I" followed underneath by navy blue capital letters "W" "E" "A" "L" "T" "H" and capital letters "M" "A" "M" "A" "G" "E" "M" "E" "N" "T". Centered on top of the words "STRATEFI" is a navy blue color typefont "S" that is interwoven with a backwared light blue typefont "F". |
| Goods and Services | Financial management; Financial consultancy; Financial consultation; Financial advice; Financial consulting; Financial planning; Financial planning consultation |
| Indication of Colors claimed | The color(s) navy blue, light blue is/are claimed as a feature of the mark. |
Classification Information
| 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 | Thursday, March 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, August 1, 2021 |
| First Use In Commerce Date | Sunday, August 1, 2021 |
Trademark Owner History
| Party Name | StrateFi LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irvine, CA 92612 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 6, 2025 | NEW APPLICATION ENTERED |
| Thursday, March 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, July 30, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, August 7, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 25, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 25, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 25, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 30, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
