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Official data from USPTO

MAIN STREET VALUES. WALL STREET EXPERIENCE.

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

MAIN STREET VALUES. WALL STREET EXPERIENCE.

ST13

US500000088620420

Class

35, 36, 45

Filing

88620420

Registration

6116741

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

25

Latest update

08/23/2025

Trademark type

Word

Nice classes

35, 36, 45

Filing date

09/17/2019

Registration date

08/04/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

08/04/2020

Last transaction

08/23/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

09/17/2019

First use in commerce

09/17/2019

Drawing code

4

Owner type

99

Owner location

Tampa, FL

Examiner

FALK,JONATHAN ROBERT

Law office

M20

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Members Trust Company

Representatives

Kevin McNeely McNeely, Hare & War, LLP

Technical classification

Nice Classes

Class 35Class 36Class 45

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Estate managementassistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by othersincluding executors and attorneysupon death or when otherwise necessary

Class 36

Estate trust management; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesestate settlement services; Financial servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial serviceswealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Investment management; Charitable foundation servicesproviding financial assistance for programs and services of others; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing financial consultation services to credit union members; Real estate investment trust management services

Class 45

Conservatorship servicesmanaging the personal affairs or estate of a person who is deemed incapable due to reasons such as age or mental limitations

Publications

History of USPTO decisions and trademark events.

25 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

08/18/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

08/18/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

08/18/2025

REAP

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

08/18/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

08/18/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

08/18/2025

REM1

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

08/04/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/03/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

07/03/2021

REAP

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

07/03/2021

R.PR

REGISTERED-PRINCIPAL REGISTER

08/04/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/19/2020

PUBO

PUBLISHED FOR OPPOSITION

05/19/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/29/2020

ALIE

ASSIGNED TO LIE

04/13/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/06/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

04/04/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

04/03/2020

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

04/03/2020

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/03/2019

GNRT

NON-FINAL ACTION E-MAILED

10/03/2019

CNRT

NON-FINAL ACTION WRITTEN

10/03/2019

DOCK

ASSIGNED TO EXAMINER

10/02/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/24/2019

NWAP

NEW APPLICATION ENTERED

09/20/2019

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