FI Trademark
Serial Number: 98791855
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
David M. Breiner BrownWinick Law Firm
666 Grand Ave Suite 2000
Des Moines, IA 50309
United States
Trademark Details
Filing Date
October 9, 2024
Registration Date
Not Registered
Published for Opposition
December 16, 2025
Goods & Services
Tax advisory services; tax planning, information and consultancy services; tax preparation services; accounting services
Office of Supervisory Jurisdiction (OSJ) services for financial advisors in the nature of reviewing standards and practices to assure compliance with financial reporting laws and regulations via annual inspections, either on sight or virtually, namely, review of financial accounts and transactions, correspondence and communications, accounting books and records, checking accounts, and financial professionals' general business overview
Financial planning services; investment management services; estate planning; Financial services, namely, financial planning and consultation in the field of retirement and estate planning; business owner services, namely, financial retirement plan consultation; financial services, namely, investment management, investment advisory services, and asset management services; Insurance and annuities administration information; Insurance and annuities brokerage; Insurance and annuities administration advisory services; Financial advisory services; Investment advisory services
