T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH Trademark
Trademark Overview
On Wednesday, June 4, 2025, a trademark application was filed for T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH with the United States Patent and Trademark Office. The USPTO has given the T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH trademark a serial number of 99217147. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, October 30, 2025. This trademark is owned by Jones Advisory Group. The T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting services rendered to individuals; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services
General Information
| Serial Number | 99217147 |
| Word Mark | T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH |
| Filing Date | Wednesday, June 4, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, October 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting services rendered to individuals; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services |
| Pseudo Mark | T TAX EFFICIENT STRATEGIES R RISK AND INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONGTERM CARES STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH |
| Description of Mark | The mark consists of five rectangles arranged side by side in a horizontal row in midnight blue, each rectangle having a pewter square at the top. Inside each square is a spelling the word "TRUST" from left to right in midnight blue. The first rectangle contains the letter "T" above the white wording "TAX-EFFICIENT STRATEGIES" The second rectangle contains the letter "R" above the white wording "RISK & INVESTMENT MANAGEMENT" The third rectangle contains the letter "U" above the white wording "UNDERSTANDING MEDICARE AND LONG-TERM CARE" The fourth rectangle contains the letter "S" above the white wording "STRATEGIC INCOME PLANNING" The fifth rectangle contains the letter "T" above the white wording "TRANSFER OF WEALTH". |
| Indication of Colors claimed | The color(s) Midnight Blue, Pewter, White is/are claimed as a feature of the mark. |
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 | Wednesday, June 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, June 1, 2025 |
| First Use In Commerce Date | Sunday, June 1, 2025 |
Trademark Owner History
| Party Name | Jones Advisory Group |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Topeka, KS 66606 |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 4, 2025 | NEW APPLICATION ENTERED |
| Wednesday, June 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, October 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 9, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, October 23, 2025 | ASSIGNED TO EXAMINER |
| Thursday, October 30, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, October 30, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, October 30, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
