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Official data from USPTO

CONFLUENCE FINANCIAL PARTNERS

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CONFLUENCE FINANCIAL PARTNERS

ST13

US500000086182937

Class

36

Filing

86182937

Registration

4604943

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

26

Latest update

01/20/2026

Trademark type

Word

Nice classes

36

Filing date

02/03/2014

Registration date

09/16/2014

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/31/2025

Last transaction

01/20/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

11/01/2013

First use in commerce

11/01/2013

Drawing code

4

Owner type

03

Owner location

Pittsburgh, PA

Examiner

HERRERA-MARCUS,ROSELLE MORALDE

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Confluence Financial Partners, Inc.

Representatives

Confluence Financial Partners, Inc.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesinvestment of funds of others; financial planning and investment advisory services; financial retirement plan consulting services; financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial servicesestate investment planning services and wealth management services

Publications

History of USPTO decisions and trademark events.

26 publications found

NA89

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

12/31/2025

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

12/31/2025

89AG

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

12/31/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/27/2024

E89R

TEAS SECTION 8 & 9 RECEIVED

09/19/2023

REM2

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

09/16/2023

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

10/18/2019

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

10/18/2019

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/18/2019

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

09/27/2019

ES8R

TEAS SECTION 8 RECEIVED

09/27/2019

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

09/16/2019

R.PR

REGISTERED-PRINCIPAL REGISTER

09/16/2014

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/01/2014

PUBO

PUBLISHED FOR OPPOSITION

07/01/2014

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/11/2014

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

05/23/2014

ALIE

ASSIGNED TO LIE

05/22/2014

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/11/2014

XAEC

EXAMINER'S AMENDMENT ENTERED

05/09/2014

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

05/09/2014

GNEA

EXAMINERS AMENDMENT E-MAILED

05/09/2014

CNEA

EXAMINERS AMENDMENT -WRITTEN

05/09/2014

DOCK

ASSIGNED TO EXAMINER

05/08/2014

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/13/2014

NWAP

NEW APPLICATION ENTERED

02/06/2014

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