Who owns the STRATEGIC FINANCIAL CONCEPTS trademark?

The STRATEGIC FINANCIAL CONCEPTS trademark is owned by The National Financial Alliance, LLC.

What class is the STRATEGIC FINANCIAL CONCEPTS trademark registered in?

The STRATEGIC FINANCIAL CONCEPTS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for STRATEGIC FINANCIAL CONCEPTS?

The USPTO serial number for STRATEGIC FINANCIAL CONCEPTS is 99161036.

What is the registration number for STRATEGIC FINANCIAL CONCEPTS?

STRATEGIC FINANCIAL CONCEPTS is registered under USPTO registration number 8058579.

STR

USPTO Trademark Record

REGISTERED

STRATEGIC FINANCIAL CONCEPTS

SN 99161036·Reg 8058579·Filed Apr 29, 2025

Owner The National Financial Alliance, LLC

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

STRATEGIC FINANCIAL CONCEPTS (Serial No. 99161036), Registration No. 8058579, is a registered US trademark filed on Apr 29, 2025 by The National Financial Alliance, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 09, 2031

Mark Intelligence

STRATEGIC FINANCIAL CONCEPTS (Reg. #8058579) is a registered US trademark that has been protecting its owner, The National Financial Alliance, LLC, since 2025. 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 29, 2025

SERIAL

99161036

REG#

8058579

REGISTERED

Dec 09, 2025

Owner

Applicant

The National Financial Alliance, LLC

Entity

LLC

State

Address

901 NE Loop 410, Suite 100, San Antonio, TX, 78209

Country

Attorney

Law firm

The National Financial Alliance, LLC

Address

901 NE Loop 410, Suite 100, San Antonio, TX 78209, United States

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Filing Information

StatusREGISTERED

Filing DateApr 29, 2025

Serial Number99161036

Registration No.8058579

Registration DateDec 09, 2025

Status DateDec 09, 2025

Published for OppositionOct 21, 2025

Mark TypeDesign with words

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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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 27, 2008

First use in commerce: May 27, 2008

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

15 events

REGISTERED-PRINCIPAL REGISTER

Dec 09, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 09, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Oct 21, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 21, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 15, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Sep 22, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Sep 22, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 22, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Sep 22, 2025

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 22, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 18, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 08, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Sep 08, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Apr 29, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 29, 2025

APPLICATION FILING RECEIPT MAILED

STRATEGIC FINANCIAL CONCEPTS

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Other Marks by The National Financial Alliance, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

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