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Official data from USPTO

SERVING THE SPECTRUM OF YOUR FINANCIAL NEEDS

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

SERVING THE SPECTRUM OF YOUR FINANCIAL NEEDS

ST13

US500000099484997

Class

36

Filing

99484997

Registration

8283945

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

12

Latest update

06/24/2026

Trademark type

Word

Nice classes

36

Filing date

11/07/2025

Registration date

06/02/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/02/2026

Last transaction

06/24/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

12/31/2019

First use in commerce

12/31/2019

Drawing code

4

Owner type

16

Owner location

Wallingford, PA, US

Examiner

GRYGIEL, JONATHAN C

Law office

N20

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Kaufer Financial LLC

Representatives

Michael Lazzara Leech Tishman Fuscaldo & Lampl, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advisory services in the fields of: advising others on retirement income planningtax planningrisk management and asset protectioninsurance planningeldercare and long-term care planningsocial security planning529 college savings plan and college planningstrategic money managementinvestment withdrawal strategybusiness succession planningcharitable givingfamily support issuessecond opinionsretirement planningeducation planninginvestment managementproperty and trust management

Publications

History of USPTO decisions and trademark events.

12 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/23/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/23/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

06/23/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

06/02/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/14/2026

PUBO

PUBLISHED FOR OPPOSITION

04/14/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/08/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/19/2026

DOCK

ASSIGNED TO EXAMINER

03/19/2026

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/15/2026

MAFR

APPLICATION FILING RECEIPT MAILED

11/07/2025

NWAP

NEW APPLICATION ENTERED

11/07/2025

Continuous trademark protection

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