TrademarkDir
YOUR FINANCIAL CADDY FOR LIFE
LIVE

Serial Number

86764805

Owner

Personal Financial Group, Inc.

Attorney

Mark Brown

First Use Date

Aug 1, 2015

Filing Date

Sep 22, 2015

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YOUR FINANCIAL CADDY FOR LIFE Trademark

Serial Number: 86764805 • Registration: 5096803

YOUR FINANCIAL CADDY FOR LIFE is a trademark filed by Personal Financial Group, Inc. on September 22, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Personal Financial Group, Inc. (3 trademarks)

Suite 410
Overland Park, KS 66211

Entity Type: 03

Trademark Details

Filing Date

September 22, 2015

Registration Date

December 6, 2016

First Use Anywhere

August 1, 2015

First Use in Commerce

January 1, 2016

Published for Opposition

February 16, 2016

Goods & Services

Credit and financial consultation; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Dec 6, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 11, 2022 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 11, 2022 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 11, 2022 APRE
TEAS SECTION 8 & 15 RECEIVED
May 30, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 6, 2021 REM1
REGISTERED-PRINCIPAL REGISTER
Dec 6, 2016 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 2, 2016 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 1, 2016 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Oct 29, 2016 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 29, 2016 AITU
USE AMENDMENT FILED
Oct 12, 2016 IUAF
TEAS STATEMENT OF USE RECEIVED
Oct 12, 2016 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 12, 2016 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 16, 2016 NPUB
PUBLISHED FOR OPPOSITION
Feb 16, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 27, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 9, 2016 CNSA
ASSIGNED TO EXAMINER
Jan 8, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 28, 2015 NWOS
NEW APPLICATION ENTERED
Sep 25, 2015 NWAP

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