STRATEGICPOINT Trademark

Trademark Overview

On Thursday, November 21, 2002, a trademark application was filed for STRATEGICPOINT with the United States Patent and Trademark Office. The USPTO has given the STRATEGICPOINT trademark a serial number of 76470849. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, January 23, 2025. This trademark is owned by Progressive Financial Strategies, LLC. The STRATEGICPOINT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely investment advisory and management services, financial planning services, retirement planning and management services; insurance brokerage services in the life, disability, and long term care insurance; security and investment brokerage services; providing financial planning tools and information via the Internet

Tax planning
strategicpoint

General Information

Serial Number76470849
Word MarkSTRATEGICPOINT
Filing DateThursday, November 21, 2002
Status800 - REGISTERED AND RENEWED
Status DateThursday, January 23, 2025
Registration Number2931302
Registration DateTuesday, March 8, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 10, 2004

Trademark Statements

Goods and ServicesFinancial services, namely investment advisory and management services, financial planning services, retirement planning and management services; insurance brokerage services in the life, disability, and long term care insurance; security and investment brokerage services; providing financial planning tools and information via the Internet
Goods and ServicesTax planning

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 24, 2003
Primary Code035
First Use Anywhere DateTuesday, December 31, 2002
First Use In Commerce DateTuesday, December 31, 2002
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 12, 2002
Primary Code036
First Use Anywhere DateThursday, October 31, 2002
First Use In Commerce DateThursday, October 31, 2002

Trademark Owner History

Party NameFI SERVICES HOLDINGS, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressProvidence, RI 02903
Party NameSTRATEGIC POINT HOLDINGS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressPROVIDENCE, RI 02903
Party NameProgressive Financial Strategies, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressProvidence, RI 02903
Party NameProgressive Financial Strategies, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressProvidence, RI 02903
Party NameProgressive Financial Strategies, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressProvidence, RI 02903

Trademark Events

Event DateEvent Description
Tuesday, October 14, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, June 5, 2003ASSIGNED TO EXAMINER
Wednesday, June 11, 2003NON-FINAL ACTION MAILED
Monday, August 11, 2003PAPER RECEIVED
Monday, August 11, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, September 7, 2003CASE FILE IN TICRS
Tuesday, August 3, 2004NON-FINAL ACTION MAILED
Wednesday, December 10, 2003PREVIOUS ALLOWANCE COUNT WITHDRAWN
Thursday, December 11, 2003EXAMINERS AMENDMENT MAILED
Thursday, December 11, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 21, 2004NOTICE OF PUBLICATION
Tuesday, February 10, 2004PUBLISHED FOR OPPOSITION
Tuesday, May 4, 2004NOA MAILED - SOU REQUIRED FROM APPLICANT
Monday, June 21, 2004PAPER RECEIVED
Monday, June 21, 2004USE AMENDMENT FILED
Wednesday, June 30, 2004STATEMENT OF USE PROCESSING COMPLETE
Saturday, March 27, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, October 27, 2004PAPER RECEIVED
Wednesday, October 27, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 3, 2004AMENDMENT FROM APPLICANT ENTERED
Thursday, November 4, 2004ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, November 8, 2004ASSIGNED TO LIE
Tuesday, November 9, 2004LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, March 8, 2005REGISTERED-PRINCIPAL REGISTER
Thursday, March 11, 2010TEAS SECTION 8 & 15 RECEIVED
Saturday, March 27, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 8, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, February 8, 2012ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, March 6, 2015TEAS SECTION 8 & 9 RECEIVED
Monday, March 23, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 23, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, March 23, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, March 23, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, July 5, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, July 19, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, August 8, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, October 1, 2024TEAS SECTION 8 & 9 RECEIVED
Thursday, January 23, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, January 23, 2025REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Thursday, January 23, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, January 23, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, October 2, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

strategicpoint services planning financial management insurance brokerage investment providing security tools