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Official data from USPTO

STEP FORWARD FINANCIAL

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

STEP FORWARD FINANCIAL

ST13

US500000099286292

Class

36

Filing

99286292

Registration

8095965

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

11

Latest update

01/06/2026

Trademark type

Word

Nice classes

36

Filing date

07/16/2025

Registration date

01/06/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/06/2026

Last transaction

01/06/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

12/17/2024

First use in commerce

12/17/2024

Drawing code

4

Owner type

16

Owner location

LEWISTOWN, PA

Examiner

YOUNG, CARRIE SKYE

Law office

L80

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Step Forward Financial LLC

Representatives

Jonathan D'Silva - TMCP-PSL Penn State Dickinson Law IP Clinic

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning; Financial planning consultation; Financial planning and investment advisory services; On-line financial planning services; Financial servicesmortgage planning; Financial planning for retirement; Financial advicebudget planning; Providing information in the field of financial planning

Publications

History of USPTO decisions and trademark events.

11 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

01/06/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

01/06/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/18/2025

PUBO

PUBLISHED FOR OPPOSITION

11/18/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/12/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/17/2025

DOCK

ASSIGNED TO EXAMINER

10/09/2025

DOCK

ASSIGNED TO EXAMINER

09/16/2025

MAFR

APPLICATION FILING RECEIPT MAILED

07/16/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/16/2025

NWAP

NEW APPLICATION ENTERED

07/16/2025

Continuous trademark protection

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