NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/26/2026
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Official data from USPTO
DEFILIPPIS FINANCIAL GROUP WEALTH MANAGEMENT & TAX
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
54
Latest update
03/26/2026
Trademark type
Combined
Nice classes
36
Filing date
05/22/2015
Registration date
02/23/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/26/2026
Last transaction
03/26/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
01/11/2012
First use in commerce
01/11/2012
Drawing code
3
Owner type
16
Owner location
SUNNY ISLE BEACH, FL, US
Examiner
MANOR, THOMAS M
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of the literal element "DEFILIPPIS" in dark blue appearing above the literal element "FINANCIAL GROUP" in light blue appearing above a thin blue horizontal line above the literal element "WEALTH MANAGEMENT & TAX" in black, all to the right of a crest consisting of a black dragon above a silver and black knight's helmet facing left with a blue and tan alternating comb appearing above a predominantly blue shield with two tan stars, one in the upper left corner and one in the lower right corner and three crossing long parallelograms two parallel sloping downward from to-left to bottom-right and the other thicker parallelogram bisecting the first two sloping lower-left to upper-right. All three parallelograms appear in tan.
Holders and representatives
Holders
DEFILIPPIS FINANCIAL GROUP LLC
DeFilippis Fnancial Group
Representatives
Kenneth J. Vanko Clingen Callow & McLean, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicestax return preparationtax planningpayroll tax preparationwealth management servicestax audit representationinvestment consultinginsurance consultingfinancial planning
Publications
History of USPTO decisions and trademark events.
54 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/26/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/26/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/26/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
01/13/2026
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/05/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/05/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/05/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/05/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/17/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/17/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/17/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/17/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/17/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/22/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/22/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/18/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/23/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/14/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/14/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/14/2022
E815
TEAS SECTION 8 & 15 RECEIVED
02/06/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/23/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
02/23/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/08/2015
PUBO
PUBLISHED FOR OPPOSITION
12/08/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/18/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/04/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/04/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
11/04/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
11/04/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
11/04/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
11/04/2015
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
11/03/2015
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
10/27/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/15/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/15/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
10/15/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/15/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
10/15/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/15/2015
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
10/15/2015
ALIE
ASSIGNED TO LIE
10/09/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/10/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/10/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/09/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/09/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/04/2015
GNRT
NON-FINAL ACTION E-MAILED
09/04/2015
CNRT
NON-FINAL ACTION WRITTEN
09/04/2015
DOCK
ASSIGNED TO EXAMINER
09/02/2015
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
06/02/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/30/2015
NWAP
NEW APPLICATION ENTERED
05/26/2015
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