Serial Number
99093127
Owner
Financial 360, LLCAttorney
Andrew MilneFirst Use Date
Jun 17, 2013
Filing Date
Mar 19, 2025
FINANCIAL-360, LLC Trademark
Serial Number: 99093127 • Registration: 8238494
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Andrew Milne
McMillan Metro Faerber, P.C.
7811 Montrose Road, Suite 400
Potomac, MD 20854
United States
Trademark Details
Filing Date
March 19, 2025
Registration Date
May 5, 2026
First Use Anywhere
June 17, 2013
First Use in Commerce
September 23, 2013
Published for Opposition
March 17, 2026
Goods & Services
Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment brokerage services; Financial management; Financial planning consultation; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, investment fund transfer and transaction services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments