STRATEGIC FINANCIAL CONCEPTS Trademark
Trademark Overview
On Tuesday, April 29, 2025, a trademark application was filed for STRATEGIC FINANCIAL CONCEPTS with the United States Patent and Trademark Office. The USPTO has given the STRATEGIC FINANCIAL CONCEPTS trademark a serial number of 99161036. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, September 30, 2025. This trademark is owned by The National Financial Alliance, LLC. The STRATEGIC FINANCIAL CONCEPTS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99161036 |
| Word Mark | STRATEGIC FINANCIAL CONCEPTS |
| Filing Date | Tuesday, April 29, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, September 30, 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 | Tuesday, October 21, 2025 |
Trademark Statements
| Description of Mark | The mark consists of the gold words "STRATEGIC FINANCIAL CONCEPTS" stacked vertically, mostly enclosed within a rectangular frame with slightly extended, stylized lines on the left and right sides, on a transparent background. |
| Goods and Services | Financial planning and investment advisory services |
| Indication of Colors claimed | The color gold is claimed as a feature of the mark. |
| NOT AVAILABLE | "STRATEGIC FINANCIAL CONCEPTS" |
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 | Tuesday, April 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 27, 2008 |
| First Use In Commerce Date | Tuesday, May 27, 2008 |
Trademark Owner History
| Party Name | The National Financial Alliance, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78209 |
Trademark Events
| Event Date | Event Description |
| Tuesday, April 29, 2025 | NEW APPLICATION ENTERED |
| Tuesday, April 29, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, September 8, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, September 8, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 18, 2025 | ASSIGNED TO EXAMINER |
| Monday, September 22, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, September 22, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, September 22, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, September 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 22, 2025 | EXAMINERS AMENDMENT -WRITTEN |
