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 PUBLISHED FOR OPPOSITION as of Tuesday, October 21, 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
strategic financial concepts

General Information

Serial Number99161036
Word MarkSTRATEGIC FINANCIAL CONCEPTS
Filing DateTuesday, April 29, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, October 21, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 21, 2025

Trademark Statements

Description of MarkThe mark consists of the words "STRATEGIC FINANCIAL CONCEPTS" stacked vertically, in Triplex Serif OT Bold font. The text is enclosed within a rectangular frame with slightly extended, stylized lines on the left and right sides, on a transparent background. The color Gold (RGB 182, 138, 28) is claimed as a feature of the mark.
Indication of Colors claimedThe color gold is claimed as a feature of the mark.
Goods and ServicesFinancial planning and investment advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, April 29, 2025
Primary Code036
First Use Anywhere DateTuesday, May 27, 2008
First Use In Commerce DateTuesday, May 27, 2008

Trademark Owner History

Party NameThe National Financial Alliance, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Antonio, TX 78209
Party NameThe National Financial Alliance, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Antonio, TX 78209

Trademark Events

Event DateEvent Description
Tuesday, April 29, 2025NEW APPLICATION ENTERED
Tuesday, April 29, 2025APPLICATION FILING RECEIPT MAILED
Monday, September 8, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 8, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, September 18, 2025ASSIGNED TO EXAMINER
Monday, September 22, 2025EXAMINERS AMENDMENT -WRITTEN
Monday, September 22, 2025EXAMINERS AMENDMENT E-MAILED
Monday, September 22, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, September 22, 2025EXAMINER'S AMENDMENT ENTERED
Monday, September 22, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 15, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 21, 2025PUBLISHED FOR OPPOSITION
Tuesday, October 21, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Related Keywords

concepts financial strategic services advisory investment planning