Serial Number
98942736
Owner
Jeff Lorenz Financial Services, Inc.Attorney
Donna L. MirmanFirst Use Date
Jun 1, 2013
Filing Date
Jan 7, 2025
401 FINANCIAL Trademark
Serial Number: 98942736 • Registration: 8140788
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Donna L. Mirman LZ Legal Services, LLC
2828 N. Central Ave, PMB #1510
Phoenix, AZ 85004
United States
Trademark Details
Filing Date
January 7, 2025
Registration Date
February 17, 2026
First Use Anywhere
June 1, 2013
First Use in Commerce
June 1, 2013
Published for Opposition
December 30, 2025
Goods & Services
Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic transfer of cryptocurrency; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence by investing in Stock, Bond, ETF, Mutual fund, Insurance products.; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial consulting services, namely, expert analysis in finance