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 NON-FINAL ACTION - MAILED as of Wednesday, June 26, 2024. 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
General Information
| Serial Number | 98268094 |
| Word Mark | THE MODERN SAVVY CPA |
| Filing Date | Monday, November 13, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, June 26, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | THE MODERN SAVVY CERTIFIED PUBLIC ACCOUNTANT |
| Goods and Services | 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 |
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 | Monday, November 13, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Wellington, FL 33414 |
Trademark Events
| Event Date | Event Description |
| Monday, November 13, 2023 | NEW APPLICATION ENTERED |
| Wednesday, January 31, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 20, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, June 26, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 26, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 26, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 26, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 26, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 26, 2024 | NON-FINAL ACTION E-MAILED |
