VELOCITY EDGE ADVISORS Trademark

Trademark Overview


On Wednesday, April 16, 2025, a trademark application was filed for VELOCITY EDGE ADVISORS with the United States Patent and Trademark Office. The USPTO has given the VELOCITY EDGE ADVISORS trademark a serial number of 99140131. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, February 25, 2026. This trademark is owned by Velocity Edge Advisors, Inc.. The VELOCITY EDGE ADVISORS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:

Legal consultation services; Legal services

Co-employment services in the nature of providing human resource management for others; Staff placement services

Financial planning, namely, fractional CFO services in the nature of part-time chief financial officer services, namely, strategic financial planning, budgeting and forecasting, financial modeling and analysis, cash flow management and forecasting, capital structure planning, profit and loss analysis, balance sheet review, financial reporting, business performance analysis, development of key performance indicators (KPIs), cost control and margin improvement analysis, pricing strategy analysis, capital budgeting, financial risk assessment and mitigation planning, preparation and oversight of operating budgets, assistance with financial policies and internal controls, investor financial reporting, and advisory services relating to overall corporate financial strategy and long-term financial growth.

General Information


Serial Number99140131
Word MarkVELOCITY EDGE ADVISORS
Filing DateWednesday, April 16, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, February 25, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 17, 2026

Trademark Statements


Goods and ServicesLegal consultation services; Legal services
Goods and ServicesCo-employment services in the nature of providing human resource management for others; Staff placement services
NOT AVAILABLE"ADVISORS"
Goods and ServicesFinancial planning, namely, fractional CFO services in the nature of part-time chief financial officer services, namely, strategic financial planning, budgeting and forecasting, financial modeling and analysis, cash flow management and forecasting, capital structure planning, profit and loss analysis, balance sheet review, financial reporting, business performance analysis, development of key performance indicators (KPIs), cost control and margin improvement analysis, pricing strategy analysis, capital budgeting, financial risk assessment and mitigation planning, preparation and oversight of operating budgets, assistance with financial policies and internal controls, investor financial reporting, and advisory services relating to overall corporate financial strategy and long-term financial growth.

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 16, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 16, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, April 16, 2025
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameVelocity Edge Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBurlingame, CA 94010
US

Trademark Events


Event DateEvent Description
Wednesday, April 16, 2025NEW APPLICATION ENTERED
Wednesday, April 16, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 16, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, September 10, 2025ASSIGNED TO EXAMINER
Thursday, September 11, 2025NON-FINAL ACTION WRITTEN
Thursday, September 11, 2025NON-FINAL ACTION E-MAILED
Thursday, September 11, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 10, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 10, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 10, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 11, 2025FINAL REFUSAL WRITTEN
Thursday, December 11, 2025FINAL REFUSAL E-MAILED
Thursday, December 11, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Friday, February 20, 2026TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, February 20, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 20, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, February 22, 2026APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 11, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED