TRISTATE FINANCIAL ADVISORS

Serial Number 99065417
630

Registration Progress

Application Filed
Mar 3, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Basic Information

Serial Number
99065417
Filing Date
March 3, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Mar 3, 2025
Application
Pending
Classes
035 036 041

Rights Holder

Florida Financial Advisors, LLC

16
Address
401 S. 12th Street, Suite 2
Tampa, FL 33634

Ownership History

Florida Financial Advisors, LLC

Original Applicant
16
Tampa, FL

Legal Representation

Attorney
Michael D. Fishman

Application History

2 events
Date Code Type Description
Mar 3, 2025 MAFR O APPLICATION FILING RECEIPT MAILED
Mar 3, 2025 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 035
Business planning; Business succession planning; Business strategic planning services
First Use Anywhere: 20200600
First Use in Commerce: 20200600
Class 036
Insurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Administration of employee welfare benefit plans concerning insurance and finance
First Use Anywhere: 20200600
First Use in Commerce: 20200600
Class 041
Providing online non-downloadable videos in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line newsletters in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line non-downloadable articles in the field of finance, insurance, retirement, estates, and wealth management; On-line journals, namely, blogs featuring finance, insurance, retirement, estates, and wealth management
First Use Anywhere: 20200600
First Use in Commerce: 20200600

Classification

International Classes
035 036 041