YOUR FINANCIAL CADDY FOR LIFE Trademark

Trademark Overview


On Tuesday, September 22, 2015, a trademark application was filed for YOUR FINANCIAL CADDY FOR LIFE with the United States Patent and Trademark Office. The USPTO has given the YOUR FINANCIAL CADDY FOR LIFE trademark a serial number of 86764805. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Sunday, December 11, 2022. This trademark is owned by Personal Financial Group, Inc.. The YOUR FINANCIAL CADDY FOR LIFE trademark is filed in the Insurance & Financial Services category with the following description:

Credit and financial consultation; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
your financial caddy for life

General Information


Serial Number86764805
Word MarkYOUR FINANCIAL CADDY FOR LIFE
Filing DateTuesday, September 22, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSunday, December 11, 2022
Registration Number5096803
Registration DateTuesday, December 6, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 16, 2016

Trademark Statements


Goods and ServicesCredit and financial consultation; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; 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 DateMonday, September 28, 2015
Primary Code036
First Use Anywhere DateSaturday, August 1, 2015
First Use In Commerce DateFriday, January 1, 2016

Trademark Owner History


Party NamePersonal Financial Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOverland Park, KS 66211

Party NamePersonal Financial Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressOverland Park, KS 66211

Party NamePersonal Financial Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOverland Park, KS 66211

Trademark Events


Event DateEvent Description
Friday, September 25, 2015NEW APPLICATION ENTERED
Monday, September 28, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 8, 2016ASSIGNED TO EXAMINER
Saturday, January 9, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 27, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 16, 2016PUBLISHED FOR OPPOSITION
Tuesday, February 16, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 12, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, October 12, 2016TEAS STATEMENT OF USE RECEIVED
Saturday, October 29, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, October 12, 2016USE AMENDMENT FILED
Saturday, October 29, 2016STATEMENT OF USE PROCESSING COMPLETE
Tuesday, November 1, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, November 2, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 6, 2016REGISTERED-PRINCIPAL REGISTER
Monday, December 6, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, May 30, 2022TEAS SECTION 8 & 15 RECEIVED
Sunday, December 11, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, December 11, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, December 11, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, December 6, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED