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Official data from USPTO

MCCAFFREY WEALTH MANAGEMENT

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

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

MCCAFFREY WEALTH MANAGEMENT

ST13

US500000099316002

Class

36

Filing

99316002

Registration

8161018

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

03/03/2026

Trademark type

Combined

Nice classes

36

Filing date

08/01/2025

Registration date

03/03/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/03/2026

Last transaction

03/03/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

11/09/2020

First use in commerce

11/09/2020

Drawing code

3

Owner type

16

Owner location

Richmond, TX, US

Examiner

WATSON, JULIE A

Law office

L90

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of a shield with a knight riding a horse on it. Below are the words "MCCAFFREY WEALTH MANAGEMENT" with horizontal lines surrounding "MCCAFFREY" and an underline beneath "WEALTH MANAGEMENT".

Holders and representatives

Holders

Mccaffrey Wealth Management, LLC

Representatives

Elliot Wiley Swyft Legal, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Providing information regarding financial investment strategies; Fund management for private clients; Financial portfolio analysis services; Financial portfolio management

Publications

History of USPTO decisions and trademark events.

11 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

03/03/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

03/03/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/13/2026

PUBO

PUBLISHED FOR OPPOSITION

01/13/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

01/07/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/17/2025

DOCK

ASSIGNED TO EXAMINER

12/17/2025

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

12/10/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/10/2025

MAFR

APPLICATION FILING RECEIPT MAILED

08/01/2025

NWAP

NEW APPLICATION ENTERED

08/01/2025

Continuous trademark protection

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