THE MODERN SAVVY CPA Trademark

Trademark Overview

On Monday, November 13, 2023, a trademark application was filed for THE MODERN SAVVY CPA with the United States Patent and Trademark Office. The USPTO has given the THE MODERN SAVVY CPA trademark a serial number of 98268094. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Friday, October 10, 2025. The THE MODERN SAVVY CPA trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial planning consultation
the modern savvy cpa

General Information

Serial Number98268094
Word MarkTHE MODERN SAVVY CPA
Filing DateMonday, November 13, 2023
Status645 - FINAL REFUSAL - MAILED
Status DateFriday, October 10, 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

Goods and ServicesEstate planning; Estate trust planning; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial planning consultation
Pseudo MarkTHE MODERN SAVVY CERTIFIED PUBLIC ACCOUNTANT
NOT AVAILABLE"CPA"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 13, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressWellington, FL 33414

Trademark Events

Event DateEvent Description
Monday, November 13, 2023NEW APPLICATION ENTERED
Wednesday, January 31, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 20, 2024ASSIGNED TO EXAMINER
Wednesday, June 26, 2024NON-FINAL ACTION WRITTEN
Wednesday, June 26, 2024NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2024NON-FINAL ACTION WRITTEN
Wednesday, June 26, 2024NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 26, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 26, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 26, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 21, 2024SUSPENSION LETTER WRITTEN
Monday, October 21, 2024LETTER OF SUSPENSION E-MAILED
Monday, October 21, 2024NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, October 16, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 16, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 16, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 12, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 18, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 18, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 18, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, April 24, 2025SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Monday, June 9, 2025NON-FINAL ACTION WRITTEN
Monday, June 9, 2025NON-FINAL ACTION E-MAILED
Monday, June 9, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 9, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 9, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 9, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 10, 2025FINAL REFUSAL WRITTEN
Friday, October 10, 2025FINAL REFUSAL E-MAILED
Friday, October 10, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, January 7, 2026TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, January 7, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 7, 2026TEAS/EMAIL CORRESPONDENCE ENTERED

Related Keywords

savvy modern financial advice planning services advisory information consultation namely consultancy analysis