TrademarkDir
CUSTOMIZED FINANCIAL SUCCESS SYSTEM
LIVE

Serial Number

88583486

Owner

Hoffman, Todd M

First Use Date

May 15, 2017

Filing Date

Aug 19, 2019

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CUSTOMIZED FINANCIAL SUCCESS SYSTEM Trademark

Serial Number: 88583486 • Registration: 5986600

CUSTOMIZED FINANCIAL SUCCESS SYSTEM is a trademark filed by Hoffman, Todd M on August 19, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Hoffman, Todd M (2 trademarks)

Steward Partners Global Advisory
Clearwater, FL 33755

Entity Type: 01

Trademark Details

Filing Date

August 19, 2019

Registration Date

February 11, 2020

First Use Anywhere

May 15, 2017

First Use in Commerce

May 15, 2017

Goods & Services

Financial planning; Investment management; Financial planning for retirement

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Nov 5, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Nov 5, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 5, 2025 APRE
TEAS SECTION 8 RECEIVED
Jul 9, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Feb 11, 2025 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Feb 11, 2020 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 6, 2020 PREV
ASSIGNED TO LIE
Dec 30, 2019 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 25, 2019 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 5, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 5, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 5, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 2, 2019 GNRN
NON-FINAL ACTION E-MAILED
Dec 2, 2019 GNRT
NON-FINAL ACTION WRITTEN
Dec 2, 2019 CNRT
ASSIGNED TO EXAMINER
Nov 19, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 4, 2019 NWOS
NEW APPLICATION ENTERED
Aug 22, 2019 NWAP

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