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Official data from USPTO

WE OFFER YOU THE RIGHT FINANCIAL SOLUTIONS BECAUSE YOU'RE FAMILY.

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WE OFFER YOU THE RIGHT FINANCIAL SOLUTIONS BECAUSE YOU'RE FAMILY.

ST13

US500000086918389

Class

36

Filing

86918389

Registration

5049720

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

14

Latest update

09/28/2025

Trademark type

Word

Nice classes

36

Filing date

02/24/2016

Registration date

09/27/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/31/2023

Last transaction

09/28/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

01/01/2015

First use in commerce

01/01/2015

Drawing code

4

Owner type

03

Owner location

Philadelphia, PA

Examiner

HESIK,APRIL ANNE

Law office

M40

Current location

TMO LAW OFFICE 113

Holders and representatives

Holders

A. U. (pessoa física)

Representatives

Sandra J. Lex MENDELSOHN DUNLEAVY, PC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Credit union services; Investment and financial advisory services; Wealth management services; Savings and investment account servicessavings accountsIndividual Retirement Accounts (IRAs)Certificates of Deposit (CDs); Checking account services; Card services related to checking accountsissuing debit cards; Mobile and online banking services; Remote deposit services; ATM banking services; Consumer and business loan servicesproviding personal loans and lines of creditproviding home equity loans and lines of creditissuing credit cardsmortgage lendingcommercial loans; and Business merchant banking services

Publications

History of USPTO decisions and trademark events.

14 publications found

REM2

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

09/27/2025

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

03/31/2023

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

03/31/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/31/2023

E815

TEAS SECTION 8 & 15 RECEIVED

09/21/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

09/27/2016

PUBO

PUBLISHED FOR OPPOSITION

07/12/2016

NPUB

NOTICE OF PUBLICATION

06/22/2016

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/08/2016

DOCK

ASSIGNED TO EXAMINER

06/08/2016

UNDN

UNDELIVERABLE MAIL - NO ACTION TAKEN

04/08/2016

MPMK

NOTICE OF PSEUDO MARK MAILED

03/01/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/29/2016

NWAP

NEW APPLICATION ENTERED

02/27/2016

Continuous trademark protection

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