UNITED CAPITAL FINANCIAL ADVISORS Trademark

Trademark Overview


On Thursday, February 22, 2024, a trademark application was filed for UNITED CAPITAL FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the UNITED CAPITAL FINANCIAL ADVISORS trademark a serial number of 98416178. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Thursday, September 12, 2024. This trademark is owned by United Capital Financial Partners, LLC. The UNITED CAPITAL FINANCIAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund investments, securities investments, financial portfolio management, investment management, investment of funds for others; financial planning and research
united capital financial advisors

General Information


Serial Number98416178
Word MarkUNITED CAPITAL FINANCIAL ADVISORS
Filing DateThursday, February 22, 2024
Status638 - NEW APPLICATION - ASSIGNED TO EXAMINER
Status DateThursday, September 12, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of a square containing three interlocking ovals to the left of the words "UNITED CAPITAL FINANCIAL ADVISORS".
Section 2(f) Limitation StatementUNITED CAPITAL
Goods and ServicesFinancial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund investments, securities investments, financial portfolio management, investment management, investment of funds for others; financial planning and research
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"FINANCIAL ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 22, 2024
Primary Code036
First Use Anywhere DateThursday, November 2, 2023
First Use In Commerce DateThursday, November 2, 2023

Trademark Owner History


Party NameUnited Capital Financial Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrvine, TX 75062

Trademark Events


Event DateEvent Description
Thursday, February 22, 2024NEW APPLICATION ENTERED
Thursday, May 23, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Saturday, June 29, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Saturday, June 29, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 12, 2024ASSIGNED TO EXAMINER