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USA FINANCIAL
Live/Registered
REGISTERED AND RENEWED

on 30 Apr 2024

Last Applicant/ Owned by

6020 East Fulton Street

Ada

MI

49301

Serial Number

85958907 filed on 13th Jun 2013

Registration Number

4474741 registered on 28th Jan 2014

in the Principal Register

Correspondent Address

R. Scott Keller

R. Scott Keller WARNER NORCROSS + JUDD LLP

GRAND RAPIDS, MI 49503

UNITED STATES

Filing Basis

1. filed as use application

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

07th Mar 2013

First Use Date in Commerce

07th Mar 2013

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

07th Mar 2013

First Use Date in Commerce

07th Mar 2013

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

07th Mar 2013

First Use Date in Commerce

07th Mar 2013

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

07th Mar 2013

First Use Date in Commerce

07th Mar 2013

Class [009]
Computer & Software Products & Electrical & Scientific Products


[ sound recordings featuring financial sales and marketing techniques ]


First Use Date in General

07th Mar 2013

First Use Date in Commerce

07th Mar 2013

Mark Details


Serial Number

No 85958907

Mark Type

No Service Mark

Attorney Docket Number

No 136574153651

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.17.09 -

Curved line(s), band(s) or bar(s)

Legal History


Show more

Status DateAction Taken
30th Apr 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
30th Apr 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
30th Apr 2024REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
30th Apr 2024REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
30th Apr 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05th Jan 2024TEAS SECTION 8 & 9 RECEIVED
28th Jan 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
24th Mar 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
24th Mar 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
24th Mar 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL