OAK & CO. FINANCIAL
LIVE

Serial Number

99850138

Owner

Oak & Co. Financial, LCC

Attorney

Joseph Vitale

First Use Date

Dec 13, 2025

Filing Date

May 28, 2026

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OAK & CO. FINANCIAL Trademark

Serial Number: 99850138

OAK & CO. FINANCIAL is a trademark filed by Oak & Co. Financial, LCC on May 28, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently pending registration.

Owner Contact Info

Oak & Co. Financial, LCC (2 trademarks)

302 Harris Street
Fort Mill, SC 29715

Entity Type: 16

Trademark Details

Filing Date

May 28, 2026

Registration Date

Not Registered

First Use Anywhere

December 13, 2025

First Use in Commerce

December 31, 2025

Goods & Services

Financial planning; Investment advisory services; Investment management; Insurance brokerage in the field of life, disability, and long-term care insurance; Financial consultation; Financial wealth management services

Professional coaching services in the field of financial planning and personal finance

Filing History

ASSIGNED TO EXAMINER
Sep 27, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Sep 25, 2026 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 25, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
May 28, 2026 MAFR
NEW APPLICATION ENTERED
May 28, 2026 NWAP