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Official data from USPTO

FINANCIAL PHYSICAL

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

FINANCIAL PHYSICAL

ST13

US500000078801139

Class

36

Filing

78801139

Registration

3186730

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

29

Latest update

04/21/2026

Trademark type

Word

Nice classes

36

Filing date

01/27/2006

Registration date

12/19/2006

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/29/2026

Last transaction

04/21/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

07/01/1990

First use in commerce

07/01/1990

Drawing code

4

Owner type

03

Owner location

Hunt Valley, MD, US

Examiner

SISUN, SCOTT

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

The Financial Consulate, Inc.
The Financial Consulate, Inc.

Representatives

J Stephen Simms Simms Showers LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial analysis and consultation; Financial planning; Financial planning consultation; Financial portfolio management

Publications

History of USPTO decisions and trademark events.

29 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

03/29/2026

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

03/29/2026

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

03/29/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/29/2026

E89R

TEAS SECTION 8 & 9 RECEIVED

01/16/2026

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

12/19/2025

NOSU

NOTICE OF SUIT

04/20/2018

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

03/04/2016

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

03/04/2016

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

03/04/2016

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/04/2016

E89R

TEAS SECTION 8 & 9 RECEIVED

12/21/2015

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

12/21/2015

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

12/19/2015

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

07/02/2012

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

07/02/2012

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/02/2012

E815

TEAS SECTION 8 & 15 RECEIVED

06/28/2012

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/28/2012

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/17/2011

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/17/2011

R.PR

REGISTERED-PRINCIPAL REGISTER

12/19/2006

PUBO

PUBLISHED FOR OPPOSITION

10/03/2006

NPUB

NOTICE OF PUBLICATION

09/13/2006

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

08/09/2006

ALIE

ASSIGNED TO LIE

08/04/2006

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/31/2006

DOCK

ASSIGNED TO EXAMINER

07/18/2006

NWAP

NEW APPLICATION ENTERED

02/02/2006

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