TRUE FIDUCIARY Trademark

Trademark Overview

On Friday, March 13, 2015, a trademark application was filed for TRUE FIDUCIARY with the United States Patent and Trademark Office. The USPTO has given the TRUE FIDUCIARY trademark a serial number of 86563039. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, January 10, 2025. This trademark is owned by Odin, Feldman & Pittleman, PC. The TRUE FIDUCIARY trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
true fiduciary

General Information

Serial Number86563039
Word MarkTRUE FIDUCIARY
Filing DateFriday, March 13, 2015
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, January 10, 2025
Registration Number5450295
Registration DateTuesday, April 17, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
NOT AVAILABLE"FIDUCIARY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 24, 2015
Primary Code036
First Use Anywhere DateThursday, July 6, 2017
First Use In Commerce DateThursday, July 6, 2017

Trademark Owner History

Party NamePAGNATO, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFolly Beach, SC 29439
Party NameTRUEFIDUCIARY INSTITUTE
Party Type32 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NameTRUEFIDUCIARY INSTITUTE
Party Type31 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NamePAGNATOKARP PARTNERS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRESTON, VA 20190
Party NamePAGNATOKARP PARTNERS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressRESTON, VA 20190
Party NameOdin, Feldman & Pittleman, PC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressReston, VA 201905159

Trademark Events

Event DateEvent Description
Wednesday, June 24, 2015NON-FINAL ACTION WRITTEN
Tuesday, March 17, 2015NEW APPLICATION ENTERED
Tuesday, March 24, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 18, 2015ASSIGNED TO EXAMINER
Thursday, June 25, 2015NON-FINAL ACTION MAILED
Monday, December 21, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 21, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, December 21, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 21, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 11, 2016FINAL REFUSAL WRITTEN
Monday, January 11, 2016NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, January 11, 2016FINAL REFUSAL E-MAILED
Monday, July 11, 2016TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, July 11, 2016EXPARTE APPEAL RECEIVED AT TTAB
Monday, July 11, 2016EX PARTE APPEAL-INSTITUTED
Monday, July 11, 2016JURISDICTION RESTORED TO EXAMINING ATTORNEY
Friday, July 15, 2016ASSIGNED TO LIE
Friday, July 15, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 15, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 2, 2016ACTION CONTINUING FINAL - COMPLETED
Tuesday, August 2, 2016NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED
Tuesday, August 2, 2016ACTION DENYING REQ FOR RECON E-MAILED
Thursday, April 27, 2017JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, May 18, 2017ACTION CONTINUING FINAL - COMPLETED
Thursday, May 18, 2017NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED
Thursday, May 18, 2017ACTION DENYING REQ FOR RECON E-MAILED
Wednesday, June 28, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 18, 2017JURISDICTION RESTORED TO EXAMINING ATTORNEY
Tuesday, August 8, 2017TEAS AMENDMENT OF USE RECEIVED
Tuesday, August 8, 2017USE AMENDMENT FILED
Tuesday, August 8, 2017USE AMENDMENT FILED
Tuesday, August 8, 2017USE AFFIDAVIT FAILED FORMALITIES
Wednesday, August 9, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, August 16, 2017USE AFFIDAVIT FAILED FORMALITIES
Wednesday, August 16, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 16, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 16, 2017AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, August 22, 2017NON-FINAL ACTION WRITTEN
Tuesday, August 22, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 22, 2017NON-FINAL ACTION E-MAILED
Monday, November 27, 2017ASSIGNED TO EXAMINER
Thursday, February 22, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 22, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 23, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 27, 2018USE AMENDMENT ACCEPTED
Tuesday, February 27, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 27, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, February 27, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 27, 2018EXAMINER'S AMENDMENT ENTERED
Wednesday, February 28, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, March 1, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, March 1, 2018EXPARTE APPEAL TERMINATED
Monday, March 12, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, April 17, 2018REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, October 7, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, September 30, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, April 16, 2024TEAS SECTION 8 RECEIVED
Friday, January 10, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 10, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, January 10, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, April 17, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, October 28, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

fiduciary true financial management services analysis consultation consulting investment namely asset planning