Who owns the PERSONAL CFO trademark?

The PERSONAL CFO trademark is owned by PFS IP HOLDINGS LLC.

What class is the PERSONAL CFO trademark registered in?

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

What is the serial number for PERSONAL CFO?

The USPTO serial number for PERSONAL CFO is 88309031.

What is the registration number for PERSONAL CFO?

PERSONAL CFO is registered under USPTO registration number 0.

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Home Search: PERSONAL CFOPERSONAL CFO #88309031

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Updated Sep 28, 2026·37 searches this week

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PER

USPTO Trademark Record

PENDING

PERSONAL CFO

SN 88309031·Reg 0·Filed Feb 20, 2019

Owner PFS IP HOLDINGS LLC

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

PERSONAL CFO (Serial No. 88309031), Registration No. 0, is a pending US trademark filed on Feb 20, 2019 by PFS IP HOLDINGS LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Office Action response: October 20, 202622 days remaining

Conflict Analysis

Full conflict analysis for PERSONAL CFO (SN 88309031) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

PERSONAL CFO (Reg. #0) is a pending US trademark that was filed in 2019 and is currently under USPTO examination. 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

Feb 20, 2019

SERIAL

88309031

REG#

REGISTERED

Dec 31, 1969

Filing Information

StatusPENDING

Filing DateFeb 20, 2019

Serial Number88309031

Registration No.0

Registration DateDec 31, 1969

Status DateJul 20, 2026

Mark TypeStandard characters

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Sep 01, 2000

First use in commerce: Sep 01, 2000

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

48 events

FINAL REFUSAL WRITTEN

Jul 20, 2026

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Jul 20, 2026

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Jul 20, 2026

NOTIFICATION OF FINAL REFUSAL EMAILED

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

May 30, 2026

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Oct 11, 2025

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

Oct 10, 2025

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Apr 09, 2025

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Oct 09, 2024

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Mar 09, 2024

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

Feb 12, 2024

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Aug 04, 2023

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Aug 04, 2023

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

Jul 08, 2023

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Dec 19, 2022

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

Nov 17, 2022

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

ASSIGNED TO EXAMINER

Jul 05, 2022

ASSIGNED TO EXAMINER

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Mar 21, 2022

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

Feb 22, 2022

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jan 12, 2022

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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

Nov 10, 2021

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Nov 10, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 10, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

SUSPENSION LETTER WRITTEN

Jul 23, 2021

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Jul 23, 2021

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Jul 23, 2021

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 22, 2021

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 21, 2021

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 21, 2021

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Dec 22, 2020

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Dec 22, 2020

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 22, 2020

NOTIFICATION OF NON-FINAL ACTION E-MAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 28, 2020

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

Nov 27, 2020

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 27, 2020

CORRESPONDENCE RECEIVED IN LAW OFFICE

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Jun 22, 2020

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

SUSPENSION LETTER WRITTEN

Dec 20, 2019

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Dec 20, 2019

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Dec 20, 2019

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 18, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 18, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO LIE

Nov 15, 2019

ASSIGNED TO LIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 08, 2019

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NON-FINAL ACTION WRITTEN

May 08, 2019

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

May 08, 2019

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 08, 2019

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

May 01, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 13, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Feb 23, 2019

NEW APPLICATION ENTERED

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