TRIUMPH FINANCIAL GROUP
LIVE

Serial Number

99358666

Owner

TWMG, LLC

Attorney

Kelly Kubasta

First Use Date

Jun 1, 2022

Filing Date

Aug 26, 2025

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TRIUMPH FINANCIAL GROUP Trademark

Serial Number: 99358666

TRIUMPH FINANCIAL GROUP is a trademark filed by TWMG, LLC on August 26, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

TWMG, LLC

5420 LBJ FWY Ste. 1300
Dallas, TX 75240

Entity Type: 16

TWMG Core, LLC

5420 LBJ FWY Ste. 1300
Dallas, TX 75240

Entity Type: 16

Trademark Details

Filing Date

August 26, 2025

Registration Date

Not Registered

First Use Anywhere

June 1, 2022

First Use in Commerce

June 1, 2022

Goods & Services

Financial advice; Financial planning; Financial consulting; Financial planning consultation; Financial investment brokerage; Financial risk management; Financial portfolio management; Financial advisory services; Financial securities brokerage; Financial consultancy services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Strategic financial advisory services; Financial risk management consultation; Financial investment brokerage services; Financial analysis and consultation; Financial management for businesses; Financial wealth management services; Financial advice on retirement; Financial securities brokerage services; Providing financial advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial advice relating to retirement; Financial management relating to investments; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial administration of group insurance plans; Financial administration of employee benefit plans; Providing information regarding financial investment strategies; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Insurance and financial information and consultancy services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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; Providing information in the field of financial planning; Providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes; Insurance consultation; Insurance agencies; Insurance consultancy; Insurance brokerage; Insurance brokerage services; Life insurance brokerage; Insurance risk management; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance information and consultancy; Insurance agency and brokerage; Providing life insurance information; Consulting and information concerning insurance; Financial evaluation for insurance purposes; Brokerage advisory services relating to insurance; Providing information in the field of wealth management; Investment advisory services; Mutual fund advisory services; Financial information and advisory services

Filing History

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Apr 7, 2026 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Apr 7, 2026 XELR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 8, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 8, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 8, 2026 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 21, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jan 21, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jan 21, 2026 CNRT
ASSIGNED TO EXAMINER
Jan 16, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jan 15, 2026 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 15, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Aug 26, 2025 MAFR
NEW APPLICATION ENTERED
Aug 26, 2025 NWAP