TRUSTEE FIDUCIARY SCORECARD Trademark

Trademark Overview

On Friday, September 15, 2023, a trademark application was filed for TRUSTEE FIDUCIARY SCORECARD with the United States Patent and Trademark Office. The USPTO has given the TRUSTEE FIDUCIARY SCORECARD trademark a serial number of 98181311. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, April 16, 2025. This trademark is owned by Pinnacle Wealth Planning Services, Inc.. The TRUSTEE FIDUCIARY SCORECARD trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

General Information

Serial Number98181311
Word MarkTRUSTEE FIDUCIARY SCORECARD
Filing DateFriday, September 15, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, April 16, 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 planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 15, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NamePinnacle Wealth Planning Services, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMedina, OH 44256

Trademark Events

Event DateEvent Description
Friday, September 15, 2023NEW APPLICATION ENTERED
Sunday, May 5, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 30, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 26, 2024ASSIGNED TO EXAMINER
Sunday, May 5, 2024NON-FINAL ACTION E-MAILED
Sunday, May 5, 2024NON-FINAL ACTION WRITTEN
Wednesday, August 21, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 21, 2024TEAS PETITION TO REVIVE RECEIVED
Wednesday, August 21, 2024PETITION TO REVIVE-GRANTED
Monday, August 19, 2024ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Monday, August 19, 2024ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Wednesday, August 21, 2024NOTICE OF REVIVAL - E-MAILED
Wednesday, August 21, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 21, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 24, 2025ASSIGNED TO EXAMINER
Wednesday, April 16, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 16, 2025NON-FINAL ACTION WRITTEN
Wednesday, April 16, 2025NON-FINAL ACTION E-MAILED

Related Keywords

scorecard fiduciary trustee planning financial estate services behalf programs individuals families giving wealthy