NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
12/16/2025
Back to search
Official data from USPTO
SENIOR TAX & INSURANCE ADVISORS
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
SENIOR TAX & INSURANCE ADVISORS
ST13
US500000098824069Class
35, 36
Filing
98824069
Registration
8070910
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
12/17/2025
Trademark type
Word
Nice classes
35, 36
Filing date
10/28/2024
Registration date
12/16/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/16/2025
Last transaction
12/17/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
10/30/2025
First use in commerce
10/30/2025
Drawing code
4
Owner type
01
Owner location
Leander, TX
Examiner
VIVEROS,KEMBERLY D
Law office
O90
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Philip D. Capriotti, Sr.
Representatives
Robin L. Barnes Scheef & Stone, LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Accounting services; Tax consultation; Income tax preparation; Tax advisory services; Database management; Management of an online database where individuals may store financialretirement and investment related data; Financial and investments records management servicesorganizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business newsinformationopinion and advice via computer networksin particular global computer networksmobile devices and online services; Providing economic information for business purposesaggregated economic data from various sources for allowing others to research and analyze investments of individualsby electronic means; Referrals in the field of investment advice and financial planning
Class 36
Financial advice and consultancy services; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Financial planning; Financial planning for retirement; Financial portfolio management; Financial serviceswealth management services; Investment advice; Investment brokerage; Investment management; Estate planning; Social Security and Medicare claims administration and consulting services rendered to individuals; Insurance consulting in the fields of life insurance; Insurance consultancy; Insurance agency and brokerage; Social security consulting services rendered to individuals in the nature of social security maximization; Financial retirement plan consulting services in the nature of tax-efficient retirement income planning
Publications
History of USPTO decisions and trademark events.
23 publications found
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
12/16/2025
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
11/14/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
11/14/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
11/14/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
11/14/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
11/14/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/07/2025
GNRT
NON-FINAL ACTION E-MAILED
11/07/2025
CNRT
NON-FINAL ACTION WRITTEN
11/07/2025
IUAA
USE AMENDMENT ACCEPTED
11/07/2025
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
10/30/2025
IUAF
USE AMENDMENT FILED
10/30/2025
EAAU
TEAS AMENDMENT OF USE RECEIVED
10/30/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/30/2025
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
07/29/2025
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
07/29/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/30/2025
GNRT
NON-FINAL ACTION E-MAILED
04/30/2025
CNRT
NON-FINAL ACTION WRITTEN
04/30/2025
DOCK
ASSIGNED TO EXAMINER
04/29/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/26/2025
NWAP
NEW APPLICATION ENTERED
10/28/2024
Continuous trademark protection
Get notified about every new filing that threatens SENIOR TAX & INSURANCE ADVISORS or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.