SI FINANCIAL

Serial Number 99103034
630

Registration Progress

Application Filed
Mar 25, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Basic Information

Serial Number
99103034
Filing Date
March 25, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Mar 25, 2025
Application
Pending
Classes
036

Rights Holder

WE FINANCIAL GROUP LLC

16
Address
855 LINCOLN WAY
SAN FRANCISCO, CA 94122

Ownership History

Oui Financial LLC

Original Applicant
16
San Francisco, CA

WE FINANCIAL GROUP LLC

New Owner Before Publication #1
16
SAN FRANCISCO, CA

Legal Representation

Attorney
Trevor A. Caudle, Esq.

Application History

3 events
Date Code Type Description
May 28, 2025 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 25, 2025 MAFR O APPLICATION FILING RECEIPT MAILED
Mar 25, 2025 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 036
Financial planning and investment advisory services; Financial advice relating to tax; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of wealth management

Classification

International Classes
036