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Official data from USPTO

OAKHEART FINANCIAL GROUP

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

OAKHEART FINANCIAL GROUP

ST13

US500000087756806

Class

36

Filing

87756806

Registration

5707262

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

30

Latest update

06/17/2025

Trademark type

Word

Nice classes

36

Filing date

01/16/2018

Registration date

03/26/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/16/2025

Last transaction

06/17/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Principal Register

First use anywhere

10/20/2017

First use in commerce

10/20/2017

Drawing code

4

Owner type

16

Owner location

Charlottesville, VA

Examiner

MAJCHER HARTNETT, MEGAN

Current location

Historical data usage

Holders and representatives

Holders

OFG, LLC

Representatives

OFG, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Brokerage in the field of stocksmutual funds and other securities; Consumer lending services; Financial administration of retirement accountsmanagement servicesIRA rollover and 401(k) rollover and enrollment; Financial analysis and consultation; Financial planning consultation; Financial research and information services; Financial risk management; Financial trust operations; Financial advisory and consultancy servicesIRA rollover and 401(k) rollover and enrollment; Financial advisory and consultancy servicesadvice relating to investmentsasset management and cash management; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Investment management of and distribution of annuities; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Providing on-line financial calculators; Providing stock/securities market information; Trust servicesinvestment and trust company services; Financial portfolio management; Financial serviceswealth management services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial servicesinvestment fund transfer and transaction services; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments

Publications

History of USPTO decisions and trademark events.

30 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

06/16/2025

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

06/16/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/16/2025

ES8R

TEAS SECTION 8 RECEIVED

03/06/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/29/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/29/2024

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

03/29/2024

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

03/29/2024

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

03/29/2024

REM1

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

03/26/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

03/26/2019

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/08/2019

PUBO

PUBLISHED FOR OPPOSITION

01/08/2019

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/19/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/06/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/06/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/06/2018

ALIE

ASSIGNED TO LIE

11/30/2018

NREV

NOTICE OF REVIVAL - E-MAILED

11/26/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/26/2018

PETG

PETITION TO REVIVE-GRANTED

11/26/2018

PROA

TEAS PETITION TO REVIVE RECEIVED

11/26/2018

MAB2

ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND

11/21/2018

ABN2

ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE

11/21/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

05/03/2018

GNRT

NON-FINAL ACTION E-MAILED

05/03/2018

CNRT

NON-FINAL ACTION WRITTEN

05/03/2018

DOCK

ASSIGNED TO EXAMINER

04/26/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/28/2018

NWAP

NEW APPLICATION ENTERED

01/19/2018

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