THE FAMILY CFO METHODOLOGY Trademark

Trademark Overview


On Tuesday, July 30, 2024, a trademark application was filed for THE FAMILY CFO METHODOLOGY with the United States Patent and Trademark Office. The USPTO has given the THE FAMILY CFO METHODOLOGY trademark a serial number of 98673897. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, February 17, 2025. This trademark is owned by Saxe Corporation. The THE FAMILY CFO METHODOLOGY trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial planning; Investment management; Financial risk management; Financial services, namely, wealth management services; Insurance risk management
the family cfo methodology

General Information


Serial Number98673897
Word MarkTHE FAMILY CFO METHODOLOGY
Filing DateTuesday, July 30, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, February 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkTHE FAMILY CHIEF FINANCIAL OFFICER METHODOLOGY
Goods and ServicesEstate planning; Financial planning; Investment management; Financial risk management; Financial services, namely, wealth management services; Insurance risk management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 30, 2024
Primary Code036
First Use Anywhere DateTuesday, July 9, 2024
First Use In Commerce DateTuesday, July 9, 2024

Trademark Owner History


Party NameSaxe Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRoseville, CA 95661

Trademark Events


Event DateEvent Description
Tuesday, July 30, 2024NEW APPLICATION ENTERED
Friday, February 14, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, February 15, 2025ASSIGNED TO EXAMINER
Monday, February 17, 2025NON-FINAL ACTION E-MAILED
Monday, February 17, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, February 17, 2025NON-FINAL ACTION WRITTEN