NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
07/09/2026
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Official data from USPTO
PERSONAL FINANCIAL GROUP
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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
27
Latest update
07/28/2026
Trademark type
Combined
Nice classes
35, 36
Filing date
09/22/2015
Registration date
06/14/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/09/2026
Last transaction
07/28/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
10/30/2014
First use in commerce
10/30/2014
Drawing code
3
Owner type
03
Owner location
Overland Park, KS, US
Examiner
BOULTON, KELLY F
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of three diagonally striped trapezoids, to the left of the words "PERSONAL FINANCIAL GROUP".
Holders and representatives
Holders
Personal Financial Group, Inc.
Representatives
Christopher M. DeBacker AVEK IP, LLC
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Tax and taxation planningadviceinformation and consultancy services
Class 36
Credit and financial consultation; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families
Publications
History of USPTO decisions and trademark events.
27 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07/09/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07/09/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/09/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
05/07/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/14/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
12/11/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
12/11/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/11/2022
E815
TEAS SECTION 8 & 15 RECEIVED
05/30/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/14/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
06/14/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/29/2016
PUBO
PUBLISHED FOR OPPOSITION
03/29/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/09/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/25/2016
ALIE
ASSIGNED TO LIE
02/22/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/21/2016
AMPX
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
01/19/2016
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
01/19/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/19/2016
GNRT
NON-FINAL ACTION E-MAILED
01/19/2016
CNRT
NON-FINAL ACTION WRITTEN
01/19/2016
DOCK
ASSIGNED TO EXAMINER
01/08/2016
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
09/29/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/28/2015
NWAP
NEW APPLICATION ENTERED
09/25/2015
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