| B BREAD FINANCIAL BREAD FINANCIAL PAYMENTS, INC.
97306359 10 Mar 2022 | on 29 Oct 2024 | Administration of loyalty programs and incentive award programs to pro... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a stylized letter "B" inside a shaded circle, with the words "BREAD" and "FINANCIAL" in lowercase letters to the right of the circle, with "BREAD" positioned above "FINANCIAL". | | | OSAIC FINANCIAL OSAIC HOLDINGS, INC.
97893204 18 Apr 2023 | on 23 Oct 2024 | investment management services, investment advisory services, financia... Class 036 Class 036 Insurance & Financial Services investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds; providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, and research to financial advisors and client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services Class 042 Class 042 Computer & Software Services & Scientific Services "FINANCIAL" | | | FINANCIAL ROOTS Kaye Capital Management
98319422 18 Dec 2023 | on 22 Oct 2024 | Financial due diligence; Financial planning and investment advisory se... Class 036 Class 036 Insurance & Financial Services The mark consists of a tree above roots in the shape of four triangles which form a half circle, to the left of the words "FINANCIAL ROOTS", in stylized capital letters. | | | FINANCIAL VAULT Pawleys Investment Advisors LLC
97774541 31 Jan 2023 | on 08 Oct 2024 | Financial records management Class 035 Class 035 Advertising, Business & Retail Services Financial records management | | | PORCH FINANCIAL Porch Financial, Inc.
98757299 18 Sep 2024 | on 18 Sep 2024 | Financial planning services; Financial management in the field of inve... Class 036 Class 036 Insurance & Financial Services Financial planning services; Financial management in the field of investments and retirement planning; Insurance consulting in the field of life insurance Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of a web-based software application for use by finance professionals and clients to manage investments; Providing temporary use of a web-based software application for use by professionals and clients to manage life insurance | | | B BREAD FINANCIAL BREAD FINANCIAL PAYMENTS, INC.
97306352 10 Mar 2022 | on 10 Sep 2024 | Administration of loyalty programs and incentive award programs to pro... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a stylized letter "B" inside a shaded circle, with the words "BREAD FINANCIAL" in lowercase letters to the right of the circle. | | | AMPER FINANCIAL F.N.B. Corporation
98294517 01 Dec 2023 | on 30 Aug 2024 | Administration of savings accounts; administration of savings accounts... Class 036 Class 036 Insurance & Financial Services Administration of savings accounts; administration of savings accounts, namely, of holiday and vacation club accounts; automated teller machine services; banking and financial services, namely, providing money market account service; banking services; banking services, namely, direct deposit services; banking services, namely, night deposit services; checking account services; consumer and commercial lending services; credit card authorization services; credit card services, namely, electronic debit card transaction processing; debit card services, namely, issuing debit cards; debit card transaction processing services; payment processing services, namely, credit card and debit card processing services; processing of debit card payments; debit card services, namely, electronic debit card transaction processing; payment processing services, namely, credit card and debit card processing services; processing of debit card payments; electronic interactive banking services; financial analysis and consultation; financial clearing house services; financial exchange services; financial forecasting services; financial guarantee and surety services; financial information provided by electronic means; online banking services, namely, providing an internet website portal in the field of financial transaction and bill payment processing services; financial management services, namely, wealth management services; financial planning; financial portfolio management; financing services; financial services, namely, money lending; financial services, namely, providing individual retirement account services in the nature of self-employed qualified retirement plans; financial services, namely, providing electronic remote check deposit services for deposit accounts; financial services, namely, rent security account in the nature of maintaining escrow accounts for rental property transactions; financial valuation of personal property and real estate; home equity loans; installment loans; internet banking services; lease-purchase financing; loan financing; savings account services, namely, money market account services; money transfer, electronic transfer of money, electronic funds transfer; night deposit services; online banking services, namely, internet bill payment services; providing financial information in the nature of rates of exchange; safe deposit box services; savings account services; telephone banking services; administration of municipal and county government pension services; capital investment consultation and advice; electronic and interactive financial services; financial analysis and consultation; financial and investment management; financial information in the nature of rates of exchange, financial exchange; financial information in the nature of financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial investment advice and consultation; financial planning; financial portfolio management; financial portfolio management, namely, stock and bond portfolio management; financial portfolio management, namely, stock and bond portfolio management and advice; financial research; financial risk management and consultation via health care, disability, long-term care and life insurance; financial risk management and consultation; financial risk planning including health care, disability, long-term care and life insurance; financial services, namely, capital investment consultation and management, capital investment consultation, equity capital investment; financial valuation of investment portfolio; fund investment consultation; fund investment services, namely, advice and brokerage services for Individual Retirement Account services; fund investment services, namely, advice and brokerage services for Self Employed Qualified Retirement Plans; funds investment; individual investment advisory services; internet investment and brokerage services; investment advice; investment advice and brokerage services in the field of fixed and variable annuities; investment advice and brokerage services in the field of mutual funds and securities; investment consultation; investment management; management and administration of defined benefit plants, profit sharing plans and non-qualified retirement plans; management of capital investment funds; mutual funds investment; mutual fund services, namely, brokerage, distribution and investment; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; securities brokerage services; consumer lending services; on-line consumer finance services, namely, consumer lending services; financial valuation of personal property and real estate; financing services, namely, financing housing for moderate income citizens; internet consumer finance services, namely, financing services; lease-purchase financing; lending services, namely, commercial and consumer lending services; loan financing; subordinated note sales, namely, debt settlement services; appraisals and financial evaluation of insurance coverage claims of personal property and real estate; insurance actuarial, appraisal, administration, agency, advisory in the nature of consultation, brokerage, consultation and subrogation services in the fields of auto, life, health, long term care, property, casualty, accident, fire, marine, medical, pre-paid healthcare; insurance appraisal services, namely, appraisals for insurance claims of real estate and personal property; administration of employee retirement plans estate planning; agencies in the field of bonds and other securities; financial planning for retirement; corporate trust services, namely, investment and trust company services; deposit services for trust and benefit accounts administration of educational funding accounts; electronic interactive trust services, namely, investment and trust company services; estate planning, settlement and administration; estate services, namely, creating and administering living, testamentary and charitable remainder trusts; estate trust management; fiduciary services, namely, trust and estate planning, estate settlement and administration; 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; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing custodial record-keeping and administration of funds of others; financial trust operations; fiduciary representative services and trust administration; fund investment services in the nature of providing 529 education savings plans; financial guardianship services; institutional financial custodial services; Internet trust services, namely, investment and trust company services; investment and trust services in the nature of trust administration services for administering living, testamentary and charitable remainder trusts; maintaining escrow accounts for investments; maintaining mortgage escrow accounts; real estate escrow services; trust management accounts; trust services, namely, investment and trust company services; asset-backed financing; foreign currency trading; derivatives trading; structured financing transactions; securitization transactions; financial structuring of equipment loans; education financing; mortgage lending; providing automobile loans; credit card receivable services; corporate receivable services; providing municipal debt type structures; private placement of private equity funds, securities and derivatives for others; loans syndications; equity and interest rates securities; equipment financing; issuing asset backed securities; municipal bond financing; dealing in fixed income products; providing loans secured by commercial paper; issuance of corporate bonds; trading of collateralized mortgage obligations; providing floating rate notes; margin account services; providing bridge and acquisition loans; providing term loans; providing money market lines and project finance, namely, providing working capital, venture capital funding services for emerging and start-up companies; providing private capital loans; corporate financial advisory services; debt private placement services; equity investing; financial risk management services; issuing mortgage backed securities and asset backed securities; advisory services concerning financing alternatives; banking and financial information services for all for the forgoing provided via a global computer network and financial information services for all for the forgoing provided via a global computer network | | | DARAM FINANCIAL Daram, Inc
98695083 12 Aug 2024 | on 13 Aug 2024 | Equipment financing services; Financing services Class 036 Class 036 Insurance & Financial Services Equipment financing services; Financing services | | | ETHOS FINANCIAL Hooper, Arthur Clinton
98675785 31 Jul 2024 | on 31 Jul 2024 | Mortgage services, namely, buyer pre-qualification of mortgages for mo... Class 036 Class 036 Insurance & Financial Services "Financial" | | | LOBEL FINANCIAL Lobel Financial Corporation
98617662 25 Jun 2024 | on 25 Jun 2024 | Financing relating to automobiles Class 036 Class 036 Insurance & Financial Services Color is not claimed as a feature of the mark. | |