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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, April 29, 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
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, April 29, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

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.
Goods and ServicesFinancial planning and investment advisory services
Indication of Colors claimedThe color(s) Gold (RGB 182, 138, 28) is/are claimed as a feature of the mark.

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 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