Who owns the CUSTOMIZED FINANCIAL SUCCESS SYSTEM trademark?

The CUSTOMIZED FINANCIAL SUCCESS SYSTEM trademark is owned by Hoffman, Todd M.

What class is the CUSTOMIZED FINANCIAL SUCCESS SYSTEM trademark registered in?

The CUSTOMIZED FINANCIAL SUCCESS SYSTEM trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for CUSTOMIZED FINANCIAL SUCCESS SYSTEM?

The USPTO serial number for CUSTOMIZED FINANCIAL SUCCESS SYSTEM is 88583486.

What is the registration number for CUSTOMIZED FINANCIAL SUCCESS SYSTEM?

CUSTOMIZED FINANCIAL SUCCESS SYSTEM is registered under USPTO registration number 5986600.

CUS

USPTO Trademark Record

REGISTERED

CUSTOMIZED FINANCIAL SUCCESS SYSTEM

SN 88583486·Reg 5986600·Filed Aug 19, 2019

Owner Hoffman, Todd M

Financial, monetary and banking services; insurance services; real estate services.

CUSTOMIZED FINANCIAL SUCCESS SYSTEM (Serial No. 88583486), Registration No. 5986600, is a registered US trademark filed on Aug 19, 2019 by Hoffman, Todd M. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: February 11, 2030

Mark Intelligence

CUSTOMIZED FINANCIAL SUCCESS SYSTEM (Reg. #5986600) is a registered US trademark that has been protecting its owner, Hoffman, Todd M, since 2019. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Aug 19, 2019

SERIAL

88583486

REG#

5986600

REGISTERED

Feb 11, 2020

Owner

Applicant

Hoffman, Todd M

Entity

Individual

Address

Steward Partners Global Advisory, 600 Cleveland St, Ste 1150, Clearwater, FL, 33755

Country

Attorney

Law firm

Hoffman, Todd M

Address

Steward Partners Global Advisory, 600 Cleveland St, Ste 1150, CLEARWATER, FL 33755, United States

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Filing Information

StatusREGISTERED

Filing DateAug 19, 2019

Serial Number88583486

Registration No.5986600

Registration DateFeb 11, 2020

Status DateNov 05, 2025

Next RenewalFebruary 11, 2030

Mark TypeStandard characters

Status DescriptionLive and registered, Section 8 accepted

Filing Signals

FILED

2019

YEARS AGO

CLASSES

MADRID FILINGS

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 15, 2017

First use in commerce: May 15, 2017

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

18 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 05, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Nov 05, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Nov 05, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Jul 09, 2025

TEAS SECTION 8 RECEIVED

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

Feb 11, 2025

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

REGISTERED-SUPPLEMENTAL REGISTER

Feb 11, 2020

REGISTERED-SUPPLEMENTAL REGISTER

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jan 06, 2020

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Dec 30, 2019

ASSIGNED TO LIE

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Dec 25, 2019

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

CORRESPONDENCE RECEIVED IN LAW OFFICE

Dec 05, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Dec 05, 2019

TEAS RESPONSE TO OFFICE ACTION RECEIVED

TEAS/EMAIL CORRESPONDENCE ENTERED

Dec 05, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 02, 2019

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NON-FINAL ACTION WRITTEN

Dec 02, 2019

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Dec 02, 2019

NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Nov 19, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 04, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Aug 22, 2019

NEW APPLICATION ENTERED

CUSTOMIZED FINANCIAL SUCCESS SYSTEM

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Other Marks by Hoffman, Todd M

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