USPTO Trademarks - Insurance & Finance (Class 036)

Xendit Trademark Published for Opposition - Class 36 Financial Services

The USPTO published Xendit's Class 36 trademark application (TM79438973) for opposition, covering financial services including payment gateway, payment processing, digital wallet services, cryptocurrency transactions, and electronic fund transfer services. The publication initiates a standard opposition period during which third parties may challenge the registration.

THE MEMBERS GROUP Trademark Registration - Credit Union Financial Services

USPTO registered trademark TM78960735 for THE MEMBERS GROUP covering financial services for credit unions, including credit, debit, ATM and payroll card processing, ACH services, and member-facing web portal services for card data and e-statements. Registration effective April 2, 2026.

Plaza Bank Trademark Registration for Banking Services

The USPTO issued a trademark registration notice for Plaza Bank (TM78890001), confirming the registration of the PLAZA BANK mark for banking services. The original application was filed on May 23, 2006, and the registration became effective on April 2, 2026. This is a routine trademark registration record with no new compliance obligations.

Cadence Bank Registered Trademark for Banking Services

USPTO registered Cadence Bank's trademark TM78613120 for banking services. The trademark application was filed April 20, 2005, and achieved registered status on April 2, 2026. This is a routine trademark registration notice with no compliance requirements.

Umpqua Bank Trademark Registration - Banking Services

The USPTO registered trademark TM76636852 for Umpqua Bank covering personal and commercial banking services including savings and checking accounts, consumer and commercial lending, online banking, mortgage banking, and investment consultation. The trademark was originally filed on April 22, 2005, and received registered status on April 2, 2026.

PENSCO TRUST COMPANY trademark registered, investment administration

USPTO registered trademark TM78585520 for PENSCO TRUST COMPANY covering investment administration of retirement plans for others. The trademark was originally filed March 11, 2005, and officially registered April 2, 2026. This registration grants intellectual property protection for the company's service mark in Class 36.

Lauxera Capital Partners Trademark Registration TM79290995

USPTO renewed trademark registration TM79290995 for Lauxera Capital Partners covering financial services including investment fund management and investment financing. The original filing date was June 18, 2020. The registration was renewed effective April 2, 2026, maintaining the trademark's active status for the financial services category.

OCIM Strategic Assets Finance - Precious Metals Trademark Registration

The USPTO renewed trademark TM79322511 for OCIM Strategic Assets Finance covering precious metals, financial valuation services, and retail operations. The trademark was originally filed on August 2, 2021 and was renewed on April 2, 2026. This is a routine trademark administration action with no new regulatory requirements.

Crestbridge Trademark Renewal for Business and Financial Services

The USPTO renewed Trademark Registration TM79223018 for CRESTBRIDGE covering business management and financial services. The registration covers services including fund administration, trust services, asset management, and private equity investment services. Original filing date was September 20, 2017.

Ultimate Investor Trademark Registration - Life Insurance Underwriting

USPTO registered trademark TM78426020 for "ULTIMATE INVESTOR" covering life insurance underwriting services on April 2, 2026. The trademark was filed on May 27, 2004. Registration grants exclusive rights to use the mark in connection with the specified services.

Hartford Financial Services Group Trademark Registration

The USPTO registered trademark TM78204374 for The Hartford Financial Services Group on April 2, 2026. The trademark covers insurance underwriting, administration, investment management, mutual fund services, financial advisory, and asset management services. The application was originally filed on January 17, 2003.

Umpqua Private Bank trademark registration for banking services

USPTO registered trademark TM76709507 for "Umpqua Private Bank" covering personal and commercial banking services including savings and checking accounts, consumer and commercial lending, online banking, mortgage banking, investment services, and financial brokerage. The trademark was filed on October 25, 2011, and registered on April 2, 2026.

CO-OP FINANCIAL SERVICES Trademark Registration

The USPTO registered trademark TM76684466 for CO-OP FINANCIAL SERVICES on April 2, 2026. The trademark covers financial services for credit unions including electronic funds transfer, ATM network services, transaction switching, debit card services, and network security services. The original application was filed on November 29, 2007.

Columbia Bank trademark registered for banking services

The USPTO registered Columbia Bank's trademark (TM77361248) for banking and financial services on April 2, 2026. The registered services include checking and savings accounts, online cash accounts, investment and mortgage banking, consumer and commercial lending, financial planning, safe deposit box services, and credit/debit card services.

Co Op Network Trademark Registration for Credit Union Financial Services

USPTO registered trademark TM75935526 for CO OP NETWORK covering financial services for credit unions, including electronic funds transfer, ATM network services, transaction switching, debit card services, network security, and authorization processing. The trademark was filed on 2000-02-17 and has now achieved registered status.

TMG The Members Group Credit Union Financial Services Trademark Registration

USPTO registered trademark TM77002583 for TMG The Members Group covering financial services provided to credit unions including credit, debit, and ATM card processing, automated financial clearinghouse services, and banking services. Original application filed September 19, 2006.

CADENCE Trademark Registered Banking Services

USPTO registered CADENCE trademark (Reg. No. TM78627890) for banking services. The trademark application was originally filed on May 11, 2005, and officially registered on April 2, 2026. This registration grants trademark protection for banking services under Class 036.

SOL CAPITAL MANAGEMENT Trademark Registration

USPTO registered trademark TM78529671 for SOL CAPITAL MANAGEMENT covering financial services including investment management, advisory services, and providing finance/investment information. The trademark was originally filed December 9, 2004, and received registration confirmation on April 2, 2026.

Ivy Funds Trademark Registration - Mutual Fund Investment Services

USPTO registered the Ivy Funds trademark (TM78628791) for mutual fund investment services under Class 036. The trademark was registered on April 2, 2026, with the original application filed on May 12, 2005. This grants legal trademark protection for the fund's brand identity in insurance and financial services.

Umpqua Bank registered trademark for banking services

The USPTO registered trademark TM78070810 for Umpqua Bank on April 2, 2026. The trademark covers personal and commercial banking services including online banking, savings and checking accounts, consumer and commercial lending, mortgage banking, and investment consultation. The original filing date was June 25, 2001.

Discover Network Trademark Registration - Payment Services

The USPTO registered trademark TM76610285 for Discover Network covering financial services including credit card services, debit card services, electronic payment processing, transaction authentication services, and banking services. The trademark was filed in September 2004 and has now been officially registered as of April 2, 2026.

Atradius Trademark Registration Cancelled

The USPTO cancelled Atradius trademark registration TM78367627 on April 2, 2026. The trademark covered insurance and financial services including credit insurance underwriting, debt collection, and financial evaluation services. This cancellation removes Atradius's federal trademark protection for the covered Class 036 services.

One World One Wallet trademark application for digital payment system

The USPTO received an Intent-to-Use trademark application (TM99593144) for 'ONE WORLD. ONE WALLET.' covering downloadable software and online services for digital payments, electronic funds transfer, digital wallet management, and financial account integration. The applicant filed under Class 036 (Insurance & Finance) with services spanning mobile payment applications, API-based payment processing, currency conversion, and business consulting in online payments.

Boyd Amber Investment Group - Trademark Application for Investment Services

The USPTO received an Intent to Use trademark application (TM99581810) from Boyd Amber Investment Group on January 7, 2026, covering financial advisory, investment management, venture capital funding, and real estate investment services. The application lists 40 distinct service descriptions under International Class 036 (Insurance and Financial). No compliance deadlines or regulatory obligations are imposed by this filing.

Keystone Wealth Management Trademark - Class 36 Financial Services

The USPTO published trademark application TM99739821 for KEYSTONE WEALTH MANAGEMENT covering Class 36 financial services including wealth management, financial planning, investment advisory, and portfolio management. The publication initiates a standard 30-day opposition period during which third parties may challenge the registration.

Vanguard Personal Advisor Trademark Registration

The USPTO registered trademark TM86625258 for 'Vanguard Personal Advisor' covering financial services including mutual fund investments, investment brokerage, investment management, and retirement plan consulting. The trademark was filed on May 11, 2015, and received registration on April 1, 2026.

MINDSET CAPITAL Trademark Registration - Investment Services

The USPTO registered MINDSET CAPITAL as a trademark under registration number TM86618040 on April 1, 2026. The mark covers Class 036 financial services including capital investment consulting, financial advisory services, financial portfolio management, and investment consultation. The registration was originally filed on May 3, 2015.

Fun Business Capital Trademark Application

The USPTO published trademark application TM79439752 for 'FUN BUSINESS CAPITAL' in International Class 036 (Insurance and Financial Services). The application covers financial services including investment management, capital investment, insurance brokerage, and related advisory services. Third parties have an opposition period following publication.

First Industrial Realty Trust Trademark Registration

The USPTO officially registered trademark TM74519573 for First Industrial Realty Trust covering services in International Class 036. The trademark protects the company's name for land development of industrial properties, management of industrial properties, land acquisition, and real estate brokerage services. The original application was filed on May 3, 1994.

XENDIT Payment Services Trademark - Published for Opposition

The USPTO has published XENDIT's trademark application TM79439098 for opposition, covering payment processing, digital wallet services, cryptocurrency transactions, and financial services in Class 36. The publication initiates a 30-day opposition period during which third parties may challenge the registration. XENDIT is a digital payments company operating across Southeast Asia.

U Union Investment Trademark Registration - Financial Services

The USPTO renewed U Union Investment's trademark registration TM79152338 on April 1, 2026. The registration covers Class 036 financial services including investment advice, fund management, securities brokerage, and real estate investment services. This is a routine trademark renewal action maintaining the trademark holder's intellectual property rights in the United States.

Pay Trademark TM79225638 Registered for Payment Services

The USPTO has registered trademark TM79225638 for the '$ PAY' brand, covering currency exchange services, online trading platforms, electronic payment processing, and financial software. The registration covers International Class 036 (Insurance and Financial Services) and includes downloadable applications, data processing programs, and interactive multimedia software for finance and currency exchange operations.

Public Risk Insurance Agency Trademark Registration

USPTO registered trademark TM78457352 for Public Risk Insurance Agency on April 1, 2026. The registered mark covers insurance brokerage and administration services in workers compensation, general liability, legal liability, and property and casualty. The original application was filed on July 27, 2004.

Greenbrier Capital Trademark Status Change

USPTO issued a status change notice for GREENBRIER CAPITAL CORPORATION trademark TM78437504 on April 1, 2026. The trademark, originally filed June 18, 2004, covers financial planning services and appears in USPTO's Class 36 Insurance and Finance trademark database. This is a routine administrative status update on an existing trademark registration.

Inner Safety Project trademark, mental health services

USPTO received trademark application TM99737274 for 'INNER SAFETY PROJECT' in Class 36 (Insurance & Financial Services). The application covers charitable fundraising for mental health and trauma recovery research, association services promoting mental health awareness, and educational services. Filed March 31, 2026 under Intent to Use basis.

Lumapath Benefits Administrator Trademark Application

USPTO received trademark application TM99287328 for "LUMAPATH BENEFITS ADMINISTRATOR" in Class 36 (Insurance & Financial Services). The application covers dental health insurance administration, health insurance administration, and insurance claims processing services. Filed as Intent to Use on July 16, 2025, with Statement of Use priority deadline of March 31, 2026.

Commercial Real Estate Trademark Renewal - Hanley Investment Group

The USPTO renewed trademark registration TM99274200 for Hanley Investment Group, covering commercial real estate brokerage services. The renewal was filed on July 9, 2025, with the registration valid through March 31, 2026. This administrative action maintains the entity's trademark rights in Class 36 (Insurance and Financial services).

INSURTRAK trademark filed for SaaS insurance services

The USPTO received trademark application TM99241110 for INSURTRAK covering SaaS and PaaS services for insurance tracking, verification, claims management, and compliance monitoring targeted at financial institutions, lenders, and borrowers. The application includes insurance services in the collateral protection insurance industry and is filed as an Intent to Use application with a priority date of March 31, 2026.

Striker Venture Partners Trademark Application for Venture Capital Services

The USPTO received a trademark application (TM99244875) for 'STRIKER VENTURE PARTNERS' filed by an undisclosed applicant on June 20, 2025. The application covers venture capital financing and funding services to emerging and startup companies under Class 036 (Insurance and Financial Affairs). The applicant has declared Intent to Use, with a projected use date of March 31, 2026.

Sprint Capital Intent-to-Use Trademark Application

USPTO received Sprint Capital's Intent-to-Use trademark application TM99186812 on May 15, 2025, seeking registration for business advisory, development, marketing, public relations, financial fundraising, engineering, and product development services. The applicant has until March 31, 2026 to demonstrate actual use of the mark in commerce.

Evernorth Federal Services Healthcare Trademark Application

Evernorth Federal Services filed an Intent-to-Use trademark application (TM99197647) with the USPTO on May 22, 2025, for healthcare-related services including managed care, pharmacy benefit management, medical insurance claims adjustment, telemedicine, and behavioral health services. The application covers services for government healthcare purchasers, payors, and providers.

HILL COUNTRY NATIONAL BANK - Financial Services Trademark Application

The USPTO published trademark application TM99196364 for HILL COUNTRY NATIONAL BANK on May 21, 2025. The application covers financial services including banking, mortgage services, financing, and online banking. This is an Intent-to-Use application with no issues or oppositions currently pending.

NU Multi Currency Account Trademark Application

USPTO published trademark application TM99229740 for 'NU MULTI CURRENCY ACCOUNT' filed by NU Holdings Ltd on June 11, 2025. The application covers International Class 036 services including banking, cryptocurrency, financial services, insurance, and related technology platforms. This is an Intent to Use application with a stated commercial purpose date of March 31, 2026.

NUCRYPTO Intent-to-Use Trademark Application - Class 036

The USPTO received an intent-to-use trademark application (TM99229715) for NUCRYPTO covering cryptocurrency services, banking, financial services, insurance, and related technology services in Class 036. The application was filed on June 11, 2025, by an unidentified applicant seeking to register the mark in connection with a broad range of financial and insurance-related services.

Threadline Wealth Intent-to-Use Trademark Application

USPTO received Intent-to-Use Trademark Application TM99117608 for "Threadline Wealth" on April 2, 2025, covering registered investment advisor services including financial portfolio management, financial planning, and investment management. The application falls under Class 36 (Insurance and Financial Services) and has no immediate regulatory implications for the financial industry.

Travelers Click Concierge Trademark Application

Travelers Insurance has filed an Intent-to-Use trademark application (TM99044357) with the USPTO for 'Travelers Click Concierge' covering online non-downloadable chatbot software for insurance and surety information, insurance services, and surety services. The application was filed on February 17, 2025.

Akupara Asset Management Trademark Application

USPTO received trademark application TM99105554 from Akupara Asset Management for investment advisory, fund management, mortgage lending, and related financial services under Class 36. The Intent to Use application was filed on March 26, 2025. This is a routine trademark filing with no immediate regulatory implications for market participants.

Ravelin Properties REIT Intent-to-Use Trademark Filing

USPTO received an intent-to-use trademark application (TM99207693) from Ravelin Properties REIT covering real estate investment, financial services, and asset management. The application filed May 29, 2025, lists services including real estate leasing, investment fund management, securities investment, and loan financing services.

Grove Lane Partners GCM Grosvenor Trademark - Financial Advisory Services

USPTO received an Intent to Use trademark application from Grove Lane Partners GCM Grosvenor on March 12, 2025, for financial advisory and consultancy services. The application (TM99080839) covers Class 036 (Insurance & Financial Services) and was filed March 31, 2026 for actual use.

Verisk Synergy Studio Trademark Application

The USPTO received trademark application TM98889897 from Verisk for 'VERISK SYNERGY STUDIO' on December 6, 2024. The application covers insurance information services, financial risk management consulting, actuarial ratings, and online database services for insurance risk management. The application is filed under Intent to Use with a maximum deadline of March 31, 2026.