REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/23/2026
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Official data from USPTO
THE FINANCIAL FOUNDATION FORMULA
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: US
Quick snapshot
THE FINANCIAL FOUNDATION FORMULA
ST13
US500000090046784Class
36
Filing
90046784
Registration
6276251
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
13
Latest update
02/24/2026
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
07/10/2020
Registration date
02/23/2021
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
02/23/2021
Last transaction
02/24/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/08/2018
First use in commerce
11/08/2018
Drawing code
4
Owner type
16
Owner location
Greenwood Village, CO, US
Examiner
CANTONE, KERI H
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Evans Financial Group, LLC
Representatives
RUSS WEINZIMMER & ASSOCIATES, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy servicescreating personalized strategies for managing savingsfinancial risktransfer of wealtheducation fundingcharitable monetary givingsocial security optimizationcashdebttax managementMedicare and health insurance consultationretirementinvestmentestatelong-term care planning
Publications
History of USPTO decisions and trademark events.
13 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
02/23/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/08/2020
PUBO
PUBLISHED FOR OPPOSITION
12/08/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/18/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/30/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
10/30/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/30/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
10/30/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/30/2020
DOCK
ASSIGNED TO EXAMINER
10/21/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/07/2020
NWAP
NEW APPLICATION ENTERED
07/14/2020
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