YOUR STERLING FIDUCIARY
"YOUR STERLING FIDUCIARY" is a word mark owned by Polley-Hoffman, Lynn S., filed at the USPTO on September 11, 2022. It is registered and covers class 36 (Insurance and Financial).
- Status
- Registered
- Since November 26, 2024
- Filed
- September 11, 2022
- Registered
- November 26, 2024
- Expires
- Not recorded
- Application no.
- 97586470
- Registration no.
- 7580886
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 1 class
Who owns YOUR STERLING FIDUCIARY
The owner and representative on file with the office.
Owner
Polley-Hoffman, Lynn S.
Ponte Vedra Beach, United States
Representative
Jerome W. Hoffman
Holland and Knight
What the mark covers
The products and services YOUR STERLING FIDUCIARY is filed for, grouped by Nice class.
Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, writing and brokerage of property, life and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; Providing home equity lines of credit (HELOC); Processing of signature debit electronic transactions; Charge card and credit card payment processing services; Electronic debit card transaction processing; Online banking; Providing personal loans and lines of credit; Providing venture capital, development capital, private equity and investment funding; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Banking services featuring the provision of certificates of deposit; Financing of loans; Securities brokerage services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Money wiring services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, business fundraising for others; Providing information in the field of personal finance; Financial investment analysis and stock research; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Securities underwriting; Financial services, namely, mortgage refinancing; Merchant banking services; Currency exchange services; Charitable fundraising services by means of motorcycling, bicycling, running and walking events; Banking and financing services; Financing relating to automobiles, aircrafts, and yachts; Charitable fundraising services by means of an entertainment event; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Bill payment services provided through a website; Trustee services; On-line charitable fundraising; Financing and loan services; Stock exchange information services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Mortgage refinancing; Mutual fund analysis services; Financing loans for small businesses, car dealerships, medical practices; Financial management of employee pension plans; Financial trust planning; Real estate escrow services; Private equity consultant services; Charitable fundraising; Estate planning; Providing on-line news in the field of finance; Mutual fund planning services; Cryptocurrency exchange services; Providing financial information via a web site; Cryptocurrency payment processing; Cryptocurrency exchange services featuring blockchain technology
What has happened so far
Steps recorded by the USPTO, newest first.
- Notice of registration confirmation emailed
- Registered-principal register
- Notice of acceptance of statement of use e-mailed
- Allowed principal register - sou accepted
- Teas/email correspondence entered
- Correspondence received in law office
- Assigned to lie
- Teas response to office action received
- Application extension granted/receipt provided
- Application extension to response period - received
10 earlier steps on the official record.
About YOUR STERLING FIDUCIARY
Who owns the trademark "YOUR STERLING FIDUCIARY"?
The USPTO trademark "YOUR STERLING FIDUCIARY" (application 97586470) is owned by Polley-Hoffman, Lynn S.
What is the status of "YOUR STERLING FIDUCIARY"?
Its status at the USPTO is: registered.
When was "YOUR STERLING FIDUCIARY" registered?
It was registered on November 26, 2024.
Get this data via the API
Everything on this page comes from the Signa API. Pull YOUR STERLING FIDUCIARY and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2aee-cde6-7244-979e-8eb56bb4148c
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2aee-cde6-7244-979e-8eb56bb4148c",
"object": "trademark",
"mark_text": "YOUR STERLING FIDUCIARY",
"status": {
"primary": "active",
"stage": "registered"
},
"office_code": "US",
"application_number": "97586470",
"filing_date": "2022-09-11",
"nice_classes": [
36
],
"owners": [
{
"name": "Polley-Hoffman, Lynn S.",
"entity_id": null
}
]
}