Who owns the FUNDING WIZARD trademark?

The FUNDING WIZARD trademark is owned by Keystone Financial Services Inc.

What class is the FUNDING WIZARD trademark registered in?

The FUNDING WIZARD trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for FUNDING WIZARD?

The USPTO serial number for FUNDING WIZARD is 88892235.

What is the registration number for FUNDING WIZARD?

FUNDING WIZARD is registered under USPTO registration number 6199627.

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USPTO Trademark Record

REGISTERED

FUNDING WIZARD

SN 88892235·Reg 6199627·Filed Apr 28, 2020

Owner Keystone Financial Services Inc

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

FUNDING WIZARD (Serial No. 88892235), Registration No. 6199627, is a registered US trademark filed on Apr 28, 2020 by Keystone Financial Services Inc. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: November 18, 2030

Mark Intelligence

FUNDING WIZARD (Reg. #6199627) is a registered US trademark that has been protecting its owner, Keystone Financial Services Inc, since 2020. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 28, 2020

SERIAL

88892235

REG#

6199627

REGISTERED

Nov 17, 2020

Filing Information

StatusREGISTERED

Filing DateApr 28, 2020

Serial Number88892235

Registration No.6199627

Registration DateNov 17, 2020

Status DateAug 20, 2026

Published for OppositionSep 01, 2020

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Mar 01, 2019

First use in commerce: Mar 01, 2019

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.

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Status History

17 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Aug 20, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Aug 20, 2026

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Aug 20, 2026

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

May 18, 2026

TEAS SECTION 8 & 15 RECEIVED

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

Nov 17, 2025

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

REGISTERED-PRINCIPAL REGISTER

Nov 17, 2020

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Sep 01, 2020

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 01, 2020

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 12, 2020

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Jul 28, 2020

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jul 28, 2020

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jul 28, 2020

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jul 28, 2020

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 28, 2020

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jul 21, 2020

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 11, 2020

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

May 01, 2020

NEW APPLICATION ENTERED

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