TRISTATE FINANCIAL ADVISORS Trademark

Trademark Overview

On Monday, March 3, 2025, a trademark application was filed for TRISTATE FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the TRISTATE FINANCIAL ADVISORS trademark a serial number of 99065417. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 3, 2025. This trademark is owned by Florida Financial Advisors, LLC. The TRISTATE FINANCIAL ADVISORS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Providing online non-downloadable videos in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line newsletters in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line non-downloadable articles in the field of finance, insurance, retirement, estates, and wealth management; On-line journals, namely, blogs featuring finance, insurance, retirement, estates, and wealth management

Insurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Administration of employee welfare benefit plans concerning insurance and finance

Business planning; Business succession planning; Business strategic planning services
tristate financial advisors

General Information

Serial Number99065417
Word MarkTRISTATE FINANCIAL ADVISORS
Filing DateMonday, March 3, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, March 3, 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 ServicesProviding online non-downloadable videos in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line newsletters in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line non-downloadable articles in the field of finance, insurance, retirement, estates, and wealth management; On-line journals, namely, blogs featuring finance, insurance, retirement, estates, and wealth management
Goods and ServicesInsurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Administration of employee welfare benefit plans concerning insurance and finance
Goods and ServicesBusiness planning; Business succession planning; Business strategic planning services

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 3, 2025
Primary Code035
First Use Anywhere DateSunday, May 31, 2020
First Use In Commerce DateSunday, May 31, 2020
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 3, 2025
Primary Code036
First Use Anywhere DateSunday, May 31, 2020
First Use In Commerce DateSunday, May 31, 2020
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, March 3, 2025
Primary Code041
First Use Anywhere DateSunday, May 31, 2020
First Use In Commerce DateSunday, May 31, 2020

Trademark Owner History

Party NameFlorida Financial Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTampa, FL 33634

Trademark Events

Event DateEvent Description
Monday, March 3, 2025NEW APPLICATION ENTERED
Monday, March 3, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

advisors financial tristate insurance retirement wealth management finance planning services estates line