THE FINANCIAL SHEPARD Trademark

Trademark Overview


On Wednesday, November 23, 2011, a trademark application was filed for THE FINANCIAL SHEPARD with the United States Patent and Trademark Office. The USPTO has given the THE FINANCIAL SHEPARD trademark a serial number of 85480620. The federal status of this trademark filing is REGISTERED AND RENEWED as of Sunday, March 5, 2023. This trademark is owned by Worth Financial Advisory Group, LLC. The THE FINANCIAL SHEPARD trademark is filed in the Paper & Printed Material Products category with the following description:

Books and workbooks in the field of real estate, investments, retirement, insurance, debt, budgets and finances
the financial shepard

General Information


Serial Number85480620
Word MarkTHE FINANCIAL SHEPARD
Filing DateWednesday, November 23, 2011
Status800 - REGISTERED AND RENEWED
Status DateSunday, March 5, 2023
Registration Number4178827
Registration DateTuesday, July 24, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 8, 2012

Trademark Statements


Certificate of Correction for RegistrationIn the statement, lines 1 and 2, "WORTH FINANCIAL ADVISORY, LLC (NORTH CAROLINA LIMITED LIABILITY COMPANY)" should be deleted, and WORTH FINANCIAL ADVISORY GROUP, LLC (MICHIGAN LIMITED LIABILITY COMPANY)^ should be inserted.
Goods and ServicesBooks and workbooks in the field of real estate, investments, retirement, insurance, debt, budgets and finances

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateThursday, December 1, 2011
Primary Code016
First Use Anywhere DateFriday, September 30, 2011
First Use In Commerce DateFriday, September 30, 2011

Trademark Owner History


Party NameWORTH FINANCIAL ADVISORY GROUP LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHARLOTTE, NC 28217

Party NameWorth Financial Advisory Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28210

Party NameWorth Financial Advisory Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28210

Party NameWorth Financial Advisory Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28210

Trademark Events


Event DateEvent Description
Sunday, March 5, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sunday, March 5, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, March 5, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, March 2, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, August 11, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, July 24, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, March 19, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, March 19, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, March 19, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 7, 2018TEAS SECTION 8 & 15 RECEIVED
Wednesday, March 7, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, January 11, 2018CORRECTION UNDER SECTION 7 ¿ PROCESSED
Monday, January 8, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 28, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 28, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 4, 2017TEAS SECTION 7 REQUEST RECEIVED
Monday, July 24, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, February 25, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 9, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 24, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, May 8, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 8, 2012PUBLISHED FOR OPPOSITION
Wednesday, April 18, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, March 31, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 28, 2012ASSIGNED TO LIE
Sunday, March 11, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, March 8, 2012ASSIGNED TO EXAMINER
Thursday, December 1, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, November 30, 2011TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Wednesday, November 30, 2011TEAS VOLUNTARY AMENDMENT RECEIVED
Saturday, November 26, 2011NEW APPLICATION ENTERED