TrademarkDir
FIDUCIARY LOCKBOX
LIVE

Serial Number

97417165

Owner

FIDUCIENT ADVISORS LLC

Attorney

Edward C. Meagher

First Use Date

Jun 25, 2021

Filing Date

May 18, 2022

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FIDUCIARY LOCKBOX Trademark

Serial Number: 97417165 • Registration: 7300619

FIDUCIARY LOCKBOX is a trademark filed by FIDUCIENT ADVISORS LLC on May 18, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

FIDUCIENT ADVISORS LLC (10 trademarks)

500 W. MADISON STREET, 32ND FLOOR
CHICAGO, IL 60661

Entity Type: 16

NFP Corp.

340 Madison Avenue
New York, NY 10173

Entity Type: 03

Trademark Details

Filing Date

May 18, 2022

Registration Date

February 6, 2024

First Use Anywhere

June 25, 2021

First Use in Commerce

June 25, 2021

Published for Opposition

April 25, 2023

Goods & Services

Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 10, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 10, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 10, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 10, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 10, 2026 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 10, 2025 ASGN
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
May 20, 2025 NURC
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 8, 2025 TCCA
CORRECTION UNDER SECTION 7 - PROCESSED
May 1, 2025 COC.
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Apr 30, 2025 EROP
POST REGISTRATION ACTION MAILED - SEC. 7
Apr 30, 2025 PRAM
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 20, 2025 APRE
TEAS SECTION 7 REQUEST RECEIVED
Nov 17, 2024 ES7R
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 6, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 6, 2024 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jan 5, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jan 4, 2024 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Dec 16, 2023 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Dec 16, 2023 AITU
USE AMENDMENT FILED
Dec 7, 2023 IUAF
TEAS STATEMENT OF USE RECEIVED
Dec 7, 2023 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 20, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 25, 2023 NPUB
PUBLISHED FOR OPPOSITION
Apr 25, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 5, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 21, 2023 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 24, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 23, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 23, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 15, 2023 GNRN
NON-FINAL ACTION E-MAILED
Feb 15, 2023 GNRT
NON-FINAL ACTION WRITTEN
Feb 15, 2023 CNRT
EXAMINER'S AMENDMENT ENTERED
Feb 1, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 1, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 1, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 1, 2023 CNEA
ASSIGNED TO EXAMINER
Jan 25, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 24, 2022 NWOS

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