SUN STEP FINANCIAL Trademark
Trademark Overview
On Friday, January 31, 2025, a trademark application was filed for SUN STEP FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the SUN STEP FINANCIAL trademark a serial number of 99025646. The federal status of this trademark filing is REGISTERED as of Tuesday, October 14, 2025. This trademark is owned by Sun Step Financial, LLC. The SUN STEP FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99025646 |
| Word Mark | SUN STEP FINANCIAL |
| Filing Date | Friday, January 31, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 14, 2025 |
| Registration Number | 7983015 |
| Registration Date | Tuesday, October 14, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 26, 2025 |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services |
| NOT AVAILABLE | "FINANCIAL" |
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 | Friday, January 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 1, 2024 |
| First Use In Commerce Date | Wednesday, May 1, 2024 |
Trademark Owner History
| Party Name | Sun Step Financial, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sauk City, WI 53583 |
| Party Name | Sun Step Financial, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sauk City, WI 53583 |
| Party Name | Sun Step Financial, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sauk City, WI 53583 |
Trademark Events
| Event Date | Event Description |
| Friday, January 31, 2025 | NEW APPLICATION ENTERED |
| Friday, January 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, July 11, 2025 | ASSIGNED TO EXAMINER |
| Thursday, July 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 20, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 26, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 26, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 14, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 14, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
