NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
08/26/2025
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Official data from USPTO
LOCKERMAN 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
LOCKERMAN FINANCIAL GROUP
ST13
US500000088649852Class
36
Filing
88649852
Registration
6052757
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
08/27/2025
Trademark type
Word
Nice classes
36
Filing date
10/10/2019
Registration date
05/12/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/26/2025
Last transaction
08/27/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
First use anywhere
03/07/2005
First use in commerce
03/07/2005
Drawing code
4
Owner type
03
Owner location
Newport Beach, CA
Examiner
LAVOIE, RYAN
Current location
Historical data usage
Holders and representatives
Holders
Lockerman, Lisa Lynn
Representatives
Lockerman, Lisa Lynn
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
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 servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial serviceswealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Financial portfolio analysis services
Publications
History of USPTO decisions and trademark events.
19 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
08/26/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/25/2025
ES8R
TEAS SECTION 8 RECEIVED
05/12/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/12/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
05/12/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/25/2020
PUBO
PUBLISHED FOR OPPOSITION
02/25/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/05/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/21/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
01/21/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/21/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
01/21/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/21/2020
AMPX
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
01/16/2020
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
01/16/2020
DOCK
ASSIGNED TO EXAMINER
01/15/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/16/2019
NWAP
NEW APPLICATION ENTERED
10/14/2019
Continuous trademark protection
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