TrademarkDir
STEPWISE FINANCIAL
LIVE

Serial Number

99325736

Owner

STEPWISE FINANCIAL INC.

Attorney

Elizabeth Oliner

First Use Date

Oct 25, 2017

Filing Date

Aug 7, 2025

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STEPWISE FINANCIAL Trademark

Serial Number: 99325736

STEPWISE FINANCIAL is a trademark filed by STEPWISE FINANCIAL INC. on August 7, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

STEPWISE FINANCIAL INC. (2 trademarks)

2706 Enterprise Pkwy., Ste. A
Richmond, VA 23294

Entity Type: 03

Trademark Details

Filing Date

August 7, 2025

Registration Date

Not Registered

First Use Anywhere

October 25, 2017

First Use in Commerce

October 25, 2017

Goods & Services

Financial planning; Financial planning for retirement; Insurance consultancy; Investment advice

Filing History

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jan 7, 2026 GNS3
LETTER OF SUSPENSION E-MAILED
Jan 7, 2026 GNSL
SUSPENSION LETTER WRITTEN
Jan 7, 2026 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 6, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 5, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 5, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 22, 2025 GNRN
NON-FINAL ACTION E-MAILED
Dec 22, 2025 GNRT
NON-FINAL ACTION WRITTEN
Dec 22, 2025 CNRT
ASSIGNED TO EXAMINER
Dec 22, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 16, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Aug 7, 2025 MAFR
NEW APPLICATION ENTERED
Aug 7, 2025 NWAP

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