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Official data from USPTO

FIDUCIARY FAMILY OFFICE

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

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Active USPTO registrationType: WordOffice: US

Quick snapshot

FIDUCIARY FAMILY OFFICE

ST13

US500000087471625

Class

36

Filing

87471625

Registration

6291258

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

37

Latest update

03/10/2026

Classification

Registered

Trademark type

Word

Nice classes

36

Filing date

06/01/2017

Registration date

03/09/2021

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/09/2021

Last transaction

03/10/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

06/01/2017

First use in commerce

06/01/2017

Drawing code

4

Owner type

16

Owner location

Folly Beach, SC, US

Examiner

BRADLEY, EVELYN

Law office

L40

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

PAGNATO, LLC
TRUEFIDUCIARY INSTITUTE
PagnatoKarp Partners, LLC

Representatives

Kevin Oliveira ODIN, FELDMAN & PITTLEMAN PC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesadvice relating to investmentsasset managementcash managementcharitable monetary giving through financial and estate planning; financial analysis and consultationfinancial planning consultationfinancial portfolio managementfinancial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocksbondssecurities and equities; investment management; investment servicesasset acquisitionconsultationdevelopment and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis servicesfinancial analysis; financial consulting in the field of financial information management

Publications

History of USPTO decisions and trademark events.

37 publications found

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

03/09/2026

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

03/09/2021

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

02/01/2021

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

01/28/2021

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

01/27/2021

IUAA

USE AMENDMENT ACCEPTED

01/27/2021

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/23/2021

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

01/23/2021

IUAF

USE AMENDMENT FILED

01/23/2021

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/22/2021

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

01/22/2021

EAAU

TEAS AMENDMENT OF USE RECEIVED

01/22/2021

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

10/28/2020

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

10/07/2020

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

09/30/2020

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

07/23/2020

GNFR

FINAL REFUSAL E-MAILED

07/23/2020

CNFR

FINAL REFUSAL WRITTEN

07/23/2020

RCCK

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

06/22/2020

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

12/09/2019

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

06/06/2019

RCSC

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

11/29/2018

GNS3

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

05/15/2018

GNSL

LETTER OF SUSPENSION E-MAILED

05/15/2018

CNSL

SUSPENSION LETTER WRITTEN

05/15/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/28/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/28/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/26/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/26/2018

ALIE

ASSIGNED TO LIE

03/21/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

03/08/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/08/2017

GNRT

NON-FINAL ACTION E-MAILED

09/08/2017

CNRT

NON-FINAL ACTION WRITTEN

09/08/2017

DOCK

ASSIGNED TO EXAMINER

08/31/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/08/2017

NWAP

NEW APPLICATION ENTERED

06/05/2017

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