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Official data from USPTO

DERIVATIVE FINANCIAL INSTRUMENT

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

DERIVATIVE FINANCIAL INSTRUMENT

ST13

US500000086827775

Class

36

Filing

86827775

Registration

5070348

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

19

Latest update

10/27/2025

Trademark type

Word

Nice classes

36

Filing date

11/20/2015

Registration date

10/25/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/10/2023

Last transaction

10/27/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Supplemental Register

First use anywhere

01/01/2015

First use in commerce

01/01/2015

Drawing code

4

Owner type

16

Owner location

HOLLISTON, MA

Examiner

BORSUK, ESTHER

Law office

L30

Current location

TMEG LAW OFFICE 103

Holders and representatives

Holders

ESTATE STREET PARTNERS, LLC

Representatives

ESTATE STREET PARTNERS, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Estate planning; financial consulting in the field of financial transactions; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities

Publications

History of USPTO decisions and trademark events.

19 publications found

REM2

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

10/26/2025

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

01/10/2023

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

01/10/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

01/10/2023

ES8R

TEAS SECTION 8 RECEIVED

07/13/2022

REM1

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

10/25/2021

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

10/25/2016

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

09/19/2016

ALIE

ASSIGNED TO LIE

09/14/2016

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

08/26/2016

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

08/06/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

08/05/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

08/05/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/16/2016

GNRT

NON-FINAL ACTION E-MAILED

03/16/2016

CNRT

NON-FINAL ACTION WRITTEN

03/16/2016

DOCK

ASSIGNED TO EXAMINER

03/14/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/25/2015

NWAP

NEW APPLICATION ENTERED

11/24/2015

Continuous trademark protection

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