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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, September 9, 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
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateTuesday, September 9, 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 MODERN SAVVY CERTIFIED PUBLIC ACCOUNTANT
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
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
Wednesday, June 26, 2024NON-FINAL ACTION WRITTEN
Wednesday, June 26, 2024NON-FINAL ACTION WRITTEN
Wednesday, June 26, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 20, 2024ASSIGNED TO EXAMINER
Wednesday, June 26, 2024NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2024NON-FINAL ACTION E-MAILED
Thursday, September 26, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 26, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 26, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
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
Monday, October 21, 2024LETTER OF SUSPENSION E-MAILED
Tuesday, November 12, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 18, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 21, 2024NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, October 21, 2024SUSPENSION LETTER WRITTEN
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
Thursday, April 24, 2025SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Tuesday, September 9, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 9, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 9, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 9, 2025NON-FINAL ACTION WRITTEN
Monday, June 9, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 9, 2025NON-FINAL ACTION E-MAILED

Related Keywords

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