STEPWISE FINANCIAL Trademark
Trademark Overview
On Thursday, August 7, 2025, a trademark application was filed for STEPWISE FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the STEPWISE FINANCIAL trademark a serial number of 99325736. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, August 7, 2025. This trademark is owned by STEPWISE FINANCIAL INC.. The STEPWISE FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Insurance consultancy; Investment advice
General Information
| Serial Number | 99325736 |
| Word Mark | STEPWISE FINANCIAL |
| Filing Date | Thursday, August 7, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, August 7, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning for retirement; Insurance consultancy; Investment advice |
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, August 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 25, 2017 |
| First Use In Commerce Date | Wednesday, October 25, 2017 |
Trademark Owner History
| Party Name | STEPWISE FINANCIAL INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Richmond, VA 23294 |
Trademark Events
| Event Date | Event Description |
| Thursday, August 7, 2025 | NEW APPLICATION ENTERED |
| Thursday, August 7, 2025 | APPLICATION FILING RECEIPT MAILED |
