| Serial Number | 87805185 |
| Word Mark | SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. |
| Filing Date | Wednesday, February 21, 2018 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 25, 2025 |
| Registration Number | 5579516 |
| Registration Date | Tuesday, October 9, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 24, 2018 |
| Description of Mark | The mark consists of a green outline of mountain range with the lower case word "Sherpa" in blue below. Underneath "Sherpa" the words "FINANCIAL GROUP" appear in upper case in green, below which is a thin blue underline. Below this is the wording "Your journey. Your legacy." in blue italics. All of the foregoing appears on a white background. |
| Goods and Services | Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services |
| Indication of Colors claimed | The color(s) blue, light green and white is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "FINANCIAL GROUP" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 25, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 1, 2007 |
| First Use In Commerce Date | Monday, January 1, 2007 |
| Party Name | Sherpa Financial Group LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Party Name | Sherpa Financial Group LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Party Name | Sherpa Financial Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Event Date | Event Description |
| Wednesday, June 6, 2018 | ASSIGNED TO EXAMINER |
| Saturday, February 24, 2018 | NEW APPLICATION ENTERED |
| Tuesday, February 27, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 28, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 6, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 6, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 6, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 6, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 6, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 18, 2018 | ASSIGNED TO LIE |
| Tuesday, July 24, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 24, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 9, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 9, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, April 25, 2025 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, July 4, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |