FRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS
LIVE

Serial Number

99726205

Owner

Three Oaks Advisory Group, LLC

Attorney

Cami Boyd

Filing Date

Mar 26, 2026

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FRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS Trademark

Serial Number: 99726205

FRESHLY FINANCIAL: ORGANIC WEALTH MANAGEMENT CONVERSATIONS is a trademark filed by Three Oaks Advisory Group, LLC on March 26, 2026. The trademark is classified under Class 41 (Education & Entertainment). The application is currently pending registration.

Owner Contact Info

Three Oaks Advisory Group, LLC (2 trademarks)

3400 N. Central Expressway, Suite 110
Richardson, TX 75080

Entity Type: 16

Trademark Details

Filing Date

March 26, 2026

Registration Date

Not Registered

Goods & Services

Providing a website featuring non-downloadable videos in the field of financial planning, estate planning, retirement planning, wealth and tax management and planning, asset protection and business management; Providing online non-downloadable videos in the field of financial planning for businesses and individuals, estate and trust planning, wealth and tax management, financial planning, investments, and financial asset management; Educational and entertainment services, namely, a continuing program about financial planning for businesses and individuals, estate and trust planning, investments, and financial asset management accessible via video and computer networks

Filing History

NOTIFICATION OF FINAL REFUSAL EMAILED
Sep 4, 2026 GNFN
FINAL REFUSAL E-MAILED
Sep 4, 2026 GNFR
FINAL REFUSAL WRITTEN
Sep 4, 2026 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 2, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 2, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 2, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 8, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jul 8, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jul 8, 2026 CNRT
ASSIGNED TO EXAMINER
Jun 25, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 29, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Mar 26, 2026 MAFR
NEW APPLICATION ENTERED
Mar 26, 2026 NWAP