SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE" Trademark

Trademark Overview


On Tuesday, September 16, 2025, a trademark application was filed for SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE" with the United States Patent and Trademark Office. The USPTO has given the SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE" trademark a serial number of 99396071. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, September 16, 2025. The SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE" trademark is filed in the Insurance & Financial Services category with the following description:

Investment of funds; On-line financial planning services; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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 consulting services, namely, expert analysis in finance; Investment of funds for others in the fields of municipal bonds, securities, etc.; Insurance consultation
sound money financial: "simplifying finance, enriching lives"                                                            prescribing financial freedom: "where healthcare meets financial expertise"

General Information


Serial Number99396071
Word MarkSOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE"
Filing DateTuesday, September 16, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, September 16, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesInvestment of funds; On-line financial planning services; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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 consulting services, namely, expert analysis in finance; Investment of funds for others in the fields of municipal bonds, securities, etc.; Insurance consultation

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 16, 2025
Primary Code036
First Use Anywhere DateMonday, June 9, 2025
First Use In Commerce DateMonday, June 9, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressPlattsburgh, NY 12901

Trademark Events


Event DateEvent Description
Tuesday, September 16, 2025NEW APPLICATION ENTERED
Tuesday, September 16, 2025APPLICATION FILING RECEIPT MAILED