Who owns the THE FIDUCIARY PERFORMANCE LEDGER trademark?

The THE FIDUCIARY PERFORMANCE LEDGER trademark is owned by Health Compass Consulting, LLC.

What class is the THE FIDUCIARY PERFORMANCE LEDGER trademark registered in?

The THE FIDUCIARY PERFORMANCE LEDGER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for THE FIDUCIARY PERFORMANCE LEDGER?

The USPTO serial number for THE FIDUCIARY PERFORMANCE LEDGER is 99677164.

What is the registration number for THE FIDUCIARY PERFORMANCE LEDGER?

THE FIDUCIARY PERFORMANCE LEDGER is registered under USPTO registration number 0.

THE

USPTO Trademark Record

PENDING

THE FIDUCIARY PERFORMANCE LEDGER

SN 99677164·Reg 0·Filed Mar 02, 2026

Owner Health Compass Consulting, LLC

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

THE FIDUCIARY PERFORMANCE LEDGER (Serial No. 99677164), Registration No. 0, is a pending US trademark filed on Mar 02, 2026 by Health Compass Consulting, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Mark Intelligence

THE FIDUCIARY PERFORMANCE LEDGER (Reg. #0) is a pending US trademark that was filed in 2026 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

Mar 02, 2026

SERIAL

99677164

REG#

REGISTERED

Oct 20, 2026

Owner

Applicant

Health Compass Consulting, LLC

Entity

LLC

State

Address

618 E. South St., #500, Orlando, FL, 32801

Country

Attorney

NameDavid P. Hathaway

Law firm

David P. Hathaway Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.

Address

420 S. Orange Ave., Suite 700, Orlando, FL 32801, United States

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Filing Information

StatusPENDING

Filing DateMar 02, 2026

Serial Number99677164

Registration No.0

Registration DateOct 20, 2026

Status DateOct 01, 2026

Mark TypeStandard characters

Status DescriptionLive and pending, publication issue review complete

Filing Signals

FILED

2026

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: Jul 09, 2026

First use in commerce: Jul 09, 2026

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

13 events

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Sep 24, 2026

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

USE AMENDMENT ACCEPTED

Sep 23, 2026

USE AMENDMENT ACCEPTED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 18, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

TEAS AMENDMENT OF USE RECEIVED

Sep 18, 2026

TEAS AMENDMENT OF USE RECEIVED

USE AMENDMENT FILED

Sep 18, 2026

USE AMENDMENT FILED

AMENDMENT TO USE PROCESSING COMPLETE

Sep 18, 2026

AMENDMENT TO USE PROCESSING COMPLETE

NON-FINAL ACTION WRITTEN

Jun 30, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 30, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 30, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 29, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 28, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 02, 2026

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Mar 02, 2026

APPLICATION FILING RECEIPT MAILED

THE FIDUCIARY PERFORMANCE LEDGER

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Other Marks by Health Compass Consulting, LLC

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

Other Marks by David P. Hathaway

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