THE CONFIDENCE OF FIDUCIARY EXCELLENCE

Serial Number 99598979
630

Registration Progress

Application Filed
Jan 16, 2026
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

THE CONFIDENCE OF FIDUCIARY EXCELLENCE

Basic Information

Serial Number
99598979
Filing Date
January 16, 2026
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Jan 16, 2026
Application
Pending
Classes
042

Rights Holder

James R. Duffy

01
Address
P.O. Box 735
Cutchogue, NY 11935

Ownership History

James R. Duffy

Original Applicant
01
Cutchogue, NY

Legal Representation

Attorney
Thomas A. O'Rourke

Application History

3 events
Date Code Type Description Documents
Jan 16, 2026 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jan 16, 2026 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 16, 2026 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning

Classification

International Classes
042