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USA FINANCIAL
Live/Registered
REGISTERED AND RENEWED

on 01 Feb 2024

Last Applicant/ Owned by

6020 East Fulton Street

Ada

MI

49301

Serial Number

85861831 filed on 27th Feb 2013

Registration Number

4641852 registered on 18th Nov 2014

in the Principal Register

Correspondent Address

R. Scott Keller

R. Scott Keller

150 Ottawa Ave. NW, Suite 1500

GRAND RAPIDS,MI 49503

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

USA FINANCIAL

Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retiremen Read More

Classification Information


Class [041]
Education and Entertainment Services


Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics


First Use Date in General

30th Nov 1987

First Use Date in Commerce

30th Nov 1987

Class [036]
Insurance & Financial Services


Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products


First Use Date in General

30th Nov 1987

First Use Date in Commerce

30th Nov 1987

Class [035]
Advertising, Business & Retail Services


Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors


First Use Date in General

30th Nov 1987

First Use Date in Commerce

30th Nov 1987

Class [016]
Paper Goods and Printed Material


[ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management ]


First Use Date in General

30th Nov 1987

First Use Date in Commerce

30th Nov 1987

Mark Details


Serial Number

No 85861831

Mark Type

No Service Mark

Attorney Docket Number

No 136574153645

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
01st Feb 2024ASSIGNED TO PARALEGAL
01st Feb 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
01st Feb 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
01st Feb 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
22nd Jan 2024TEAS SECTION 8 & 9 RECEIVED
18th Nov 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
23rd Feb 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
23rd Feb 2021REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
23rd Feb 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
18th Nov 2020TEAS SECTION 8 & 15 RECEIVED