E89R
TEAS SECTION 8 & 9 RECEIVED
08/02/2026
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Official data from USPTO
FINANCIAL CARE CONCIERGE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL CARE CONCIERGE
ST13
US500000086685427Class
36
Filing
86685427
Registration
5011053
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
08/02/2026
Trademark type
Word
Nice classes
36
Filing date
07/07/2015
Registration date
08/02/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/16/2023
Last transaction
08/02/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
2008-09-00
First use in commerce
2008-09-00
Drawing code
4
Owner type
03
Owner location
Minnetonka, MN, US
Examiner
BRADLEY, EVELYN
Law office
L50
Current location
TMEG LAW OFFICE 105
Holders and representatives
Holders
Accounting Resource Group, Inc.
Representatives
Christopher D. Olszyk, Jr. FOX ROTHSCHILD LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial consultation in the field of personal financial management and monetary affairs; personal financial consultation servicescomprehensive management of personal financial affairs
Publications
History of USPTO decisions and trademark events.
22 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/02/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/16/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/16/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/15/2023
E815
TEAS SECTION 8 & 15 RECEIVED
07/30/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/02/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
08/02/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/17/2016
PUBO
PUBLISHED FOR OPPOSITION
05/17/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/27/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/07/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/31/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/30/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/30/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/30/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/23/2015
GNRT
NON-FINAL ACTION E-MAILED
10/23/2015
CNRT
NON-FINAL ACTION WRITTEN
10/23/2015
DOCK
ASSIGNED TO EXAMINER
10/15/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/10/2015
NWAP
NEW APPLICATION ENTERED
07/10/2015
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