YOUR STERLING FIDUCIARY
LIVE

Serial Number

97586470

Owner

Polley-Hoffman, Lynn S.

Attorney

Jerome W. Hoffman

First Use Date

Nov 1, 2023

Filing Date

Sep 11, 2022

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YOUR STERLING FIDUCIARY Trademark

Serial Number: 97586470 • Registration: 7580886

YOUR STERLING FIDUCIARY is a trademark filed by Polley-Hoffman, Lynn S. on September 11, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Polley-Hoffman, Lynn S. (23 trademarks)

Ponte Vedra Beach, FL 32082

Entity Type: 01

Hoffman, Jerome W. (7 trademarks)

Ponte Vedra Beach, FL 32082

Entity Type: 01

Trademark Details

Filing Date

September 11, 2022

Registration Date

November 26, 2024

First Use Anywhere

November 1, 2023

First Use in Commerce

November 1, 2023

Published for Opposition

July 4, 2023

Goods & Services

Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, writing and brokerage of property, life and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; Providing home equity lines of credit (HELOC); Processing of signature debit electronic transactions; Charge card and credit card payment processing services; Electronic debit card transaction processing; Online banking; Providing personal loans and lines of credit; Providing venture capital, development capital, private equity and investment funding; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Banking services featuring the provision of certificates of deposit; Financing of loans; Securities brokerage services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Money wiring services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, business fundraising for others; Providing information in the field of personal finance; Financial investment analysis and stock research; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Securities underwriting; Financial services, namely, mortgage refinancing; Merchant banking services; Currency exchange services; Charitable fundraising services by means of motorcycling, bicycling, running and walking events; Banking and financing services; Financing relating to automobiles, aircrafts, and yachts; Charitable fundraising services by means of an entertainment event; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Bill payment services provided through a website; Trustee services; On-line charitable fundraising; Financing and loan services; Stock exchange information services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Mortgage refinancing; Mutual fund analysis services; Financing loans for small businesses, car dealerships, medical practices; Financial management of employee pension plans; Financial trust planning; Real estate escrow services; Private equity consultant services; Charitable fundraising; Estate planning; Providing on-line news in the field of finance; Mutual fund planning services; Cryptocurrency exchange services; Providing financial information via a web site; Cryptocurrency payment processing; Cryptocurrency exchange services featuring blockchain technology

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 26, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 26, 2024 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 5, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 5, 2024 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 4, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 4, 2024 CRFA
ASSIGNED TO LIE
Nov 4, 2024 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 11, 2024 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
May 13, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
May 13, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 13, 2024 GNRN
NON-FINAL ACTION E-MAILED
Feb 13, 2024 GNRT
SU - NON-FINAL ACTION - WRITTEN
Feb 13, 2024 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Feb 4, 2024 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 4, 2024 AITU
USE AMENDMENT FILED
Jan 15, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Jan 15, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 29, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 4, 2023 NPUB
PUBLISHED FOR OPPOSITION
Jul 4, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 14, 2023 NONP
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 30, 2023 TROA
APPROVED FOR PUB - PRINCIPAL REGISTER
May 30, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
May 30, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 30, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
May 30, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 30, 2023 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 24, 2023 GNRN
NON-FINAL ACTION E-MAILED
Apr 24, 2023 GNRT
NON-FINAL ACTION WRITTEN
Apr 24, 2023 CNRT
ASSIGNED TO EXAMINER
Apr 18, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 27, 2022 NWOS
NEW APPLICATION ENTERED
Sep 14, 2022 NWAP