Who owns the YOUR FINANCIAL CADDY FOR LIFE trademark?

The YOUR FINANCIAL CADDY FOR LIFE trademark is owned by Personal Financial Group, Inc..

What class is the YOUR FINANCIAL CADDY FOR LIFE trademark registered in?

The YOUR FINANCIAL CADDY FOR LIFE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for YOUR FINANCIAL CADDY FOR LIFE?

The USPTO serial number for YOUR FINANCIAL CADDY FOR LIFE is 86764805.

What is the registration number for YOUR FINANCIAL CADDY FOR LIFE?

YOUR FINANCIAL CADDY FOR LIFE is registered under USPTO registration number 5096803.

YOU

USPTO Trademark Record

REGISTERED

YOUR FINANCIAL CADDY FOR LIFE

SN 86764805·Reg 5096803·Filed Sep 22, 2015

Owner Personal Financial Group, Inc.

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

YOUR FINANCIAL CADDY FOR LIFE (Serial No. 86764805), Registration No. 5096803, is a registered US trademark filed on Sep 22, 2015 by Personal Financial Group, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 10y period: December 07, 202663 days remaining

Mark Intelligence

YOUR FINANCIAL CADDY FOR LIFE (Reg. #5096803) is a registered US trademark that has been protecting its owner, Personal Financial Group, Inc., since 2015. 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

Sep 22, 2015

SERIAL

86764805

REG#

5096803

REGISTERED

Dec 06, 2016

Owner

Applicant

Personal Financial Group, Inc.

Entity

Corporation

State

Address

7007 College Blvd., Suite 270, Overland Park, KS, 66211

Country

Attorney

NameMark Brown

Law firm

Mark Brown Law Office Of Mark Brown Llc

Docket

5039

Address

7225 Renner Rd Ste 201, Shawnee, KS 66217-3046, UNITED STATES

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Filing Information

StatusREGISTERED

Filing DateSep 22, 2015

Serial Number86764805

Registration No.5096803

Registration DateDec 06, 2016

Status DateDec 11, 2022

Published for OppositionFeb 16, 2016

Mark TypeStandard characters

Attorney Docket5039

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2015

YEARS AGO

11y

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: Aug 01, 2015

First use in commerce: Jan 01, 2016

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

21 events

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Dec 06, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 11, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

Dec 11, 2022

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

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

Dec 11, 2022

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

TEAS SECTION 8 & 15 RECEIVED

May 30, 2022

TEAS SECTION 8 & 15 RECEIVED

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

Dec 06, 2021

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

REGISTERED-PRINCIPAL REGISTER

Dec 06, 2016

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Nov 02, 2016

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Nov 01, 2016

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Oct 29, 2016

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Oct 29, 2016

STATEMENT OF USE PROCESSING COMPLETE

USE AMENDMENT FILED

Oct 12, 2016

USE AMENDMENT FILED

TEAS STATEMENT OF USE RECEIVED

Oct 12, 2016

TEAS STATEMENT OF USE RECEIVED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Apr 12, 2016

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Feb 16, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 16, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 27, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 09, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jan 08, 2016

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 28, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 25, 2015

NEW APPLICATION ENTERED

YOUR FINANCIAL CADDY FOR LIFE

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Other Marks by Personal Financial Group, Inc.

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

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