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Official data from USPTO

FINANCIAL-360, LLC

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

FINANCIAL-360, LLC

ST13

US500000099093127

Class

36

Filing

99093127

Registration

8238494

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

22

Latest update

05/05/2026

Trademark type

Word

Nice classes

36

Filing date

03/19/2025

Registration date

05/05/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/05/2026

Last transaction

05/05/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

06/17/2013

First use in commerce

09/23/2013

Drawing code

4

Owner type

16

Owner location

Rockville, MD, US

Examiner

STEPHENS, BRIA MICHELLE

Law office

N40

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Financial 360, LLC

Representatives

Andrew Milne

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment brokerage services; Financial management; Financial planning consultation; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Providing financial information; Providing financial services with respect to securities and other financial instruments and productsmoney management services; 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; Strategic financial advisory services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; 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.

22 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

05/05/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

05/05/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/17/2026

PUBO

PUBLISHED FOR OPPOSITION

03/17/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/11/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/24/2026

XAEC

EXAMINER'S AMENDMENT ENTERED

02/24/2026

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

02/24/2026

GNEA

EXAMINERS AMENDMENT E-MAILED

02/24/2026

CNEA

EXAMINERS AMENDMENT -WRITTEN

02/24/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/20/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/20/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/20/2026

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

11/19/2025

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

11/19/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/20/2025

GNRT

NON-FINAL ACTION E-MAILED

08/20/2025

CNRT

NON-FINAL ACTION WRITTEN

08/20/2025

DOCK

ASSIGNED TO EXAMINER

08/19/2025

MAFR

APPLICATION FILING RECEIPT MAILED

03/19/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/19/2025

NWAP

NEW APPLICATION ENTERED

03/19/2025

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