USPTO Trademarks - Insurance & Finance (Class 036)

First Tech Beyond Trademark Application - Customer Loyalty Program Services

First Tech Credit Union filed an Intent-to-Use trademark application (TM98920830) with the USPTO for 'FIRST TECH BEYOND' covering customer loyalty program payment processing services and credit card rebate benefits in International Class 36. The application was filed December 24, 2024.

Oklahoma Central Credit Union Trademark Renewal - Financial Services

The USPTO renewed trademark TM99015228 for Oklahoma Central Credit Union, covering financial services including credit union operations, mobile and online banking, loan financing, credit card services, and charitable foundation activities. The renewal was filed January 22, 2025.

JG Capital Partners renewed trademark, insurance services

The USPTO renewed trademark TM99035180 for JG Capital Partners covering insurance services. The renewal includes property and casualty insurance, health and life insurance, automobile insurance, and various commercial insurance lines. Trademark renewals maintain intellectual property protections for the registered mark.

RET Ventures intent-to-use trademark, venture capital services, filed 20th Sep 2024

RET Ventures intent-to-use trademark, venture capital services, filed 20th Sep 2024

Credit Warriors Trademark Renewal - Credit Repair Services

USPTO renewed trademark registration TM98891752 for CREDIT WARRIORS covering financial services in the credit repair and restoration category (Class 036). The trademark was filed on December 9, 2024.

CAZ Investments Intent-to-Use Trademark Application

The USPTO received trademark application TM99083172 from CAZ Investments on March 31, 2026, for an intent-to-use filing covering entertainment services (podcasts and videos), fund management, and financial advisory services. This is a routine trademark application filing with no regulatory obligations for industry participants.

RAINCHEX Trademark Application - Extended Warranty Services for Golf Tee Times

USPTO published RAINCHEX Intent-to-Use Trademark Application TM98951063 on January 10, 2025. The application covers providing extended warranties on golf tee times under Class 036 (Insurance and Finance). The publication date for opposition purposes is March 31, 2026.

Revelation Partners Trademark Renewal - Capital Investment Services

USPTO renewed the Revelation Partners trademark (Registration TM98782551) for capital investment and investment advisory services. The renewal was completed on March 31, 2026, extending trademark protection under Class 36. No compliance actions are required from external parties.

Robinhood Gold renewed trademark financial services Class 036

USPTO renewed trademark TM98842413 for Robinhood Gold covering financial services including securities trading, margin lending, cryptocurrency trading, credit card services, and retirement account management. The renewal extends protection through the renewal term.

Escape Velocity Financial Planning - Trademark Renewal for Financial Advisory Services

The USPTO renewed trademark registration TM98325993 for Escape Velocity Financial Planning, covering financial planning for retirement and financial retirement plan consulting services. The renewal extends intellectual property protection for the registrant's brand identity in Class 36 (Insurance and Financial Services). This is a routine administrative action with no new obligations imposed on the trademark holder or third parties.

DAITO Trademark Application - Intent to Use

USPTO published a trademark application for DAITO (TM98825190) under Class 036 (Insurance & Finance), covering electronic parking systems, mechanical parking equipment, and software for parking reservation management. The application was filed March 31, 2026, as an Intent to Use filing.

Leaseconfirm Trademark Application - Real Estate Services

USPTO received trademark application TM98814693 for LEASECONFIRM filed October 22, 2024. The application covers real estate services including lease arrangement, brokerage, management consultation, and valuation. This is an Intent-to-Use application with a deadline of March 31, 2026 to demonstrate commercial use.

Trademark Application for Parkinson's Education Services

The USPTO received trademark application TM98918963 for an Intent to Use filing covering educational services related to Parkinson's disease. The application includes classes, seminars, webinars, podcasts, blogs, videos, printed materials, charitable fundraising, and downloadable publications. Filed December 23, 2024, the application is currently in draft/pending status with publication expected March 31, 2026.

Tomorrow Starts Now trademark for Parkinson's education services

The USPTO received a trademark application (TM98918938) for 'Tomorrow Starts Now' filed by an unnamed applicant on December 23, 2024. The mark covers educational services related to Parkinson's disease including classes, seminars, webinars, podcasts, and printed materials. The filing is based on Intent to Use, with a development deadline of March 31, 2026.

PHD IN RIA Trademark Application - Financial Services

The USPTO received an Intent to Use trademark application (TM98851731) for PHD IN RIA covering financial advisory services, wealth management, and capital investment consultancy. The application, filed November 13, 2024, specifies services in Class 36 and remains in draft/pending status.

Athena Inspire Trademark Application - Investment Services

The USPTO published a trademark application for ATHENA INSPIRE (Serial No. TM98938414) covering investment advisory services, capital investments, hedge fund and mutual fund services, online business fundraising, charitable fundraising, educational services, business networking events, and social networking for businesses. The application was filed on January 5, 2025, under an Intent-to-Use basis.

Novi trademark filing, charitable fundraising services, 31st Mar

Novi trademark filing, charitable fundraising services, 31st Mar

First Citizens Bancshares renewed TM98771231, Mar 31

First Citizens Bancshares renewed TM98771231, Mar 31

KPMG AIQ - Trademark Application (Class 36: Financial Services)

USPTO published notice of trademark application TM98532412 for 'KPMG AIQ' in Class 36 (Insurance and Finance). The application, filed by KPMG on intent-to-use basis, covers financial consulting, risk assessment, investment services, and related software platforms including AI-based analytics and cybersecurity risk management tools.

MARKETSURGE Trademark Application for Financial Information Services

The USPTO published trademark application TM97926322 for 'MARKETSURGE' filed by an unnamed applicant on May 8, 2023. The mark covers financial information services, investment news platforms, educational workshops on financial investing, downloadable software applications, and advertising services. The application is classified under Nice Class 036 (Insurance & Finance).

ROC Real Estate Partners Intent-to-Use Trademark Application

The USPTO published a notice regarding trademark application TM90092202 for 'ROC REAL ESTATE PARTNERS', filed August 4, 2020, covering education services in real estate management and real estate agency management and brokerage services. The application is filed under Intent-to-Use provisions.

REALDEBT Trademark - Mortgage Brokerage Services

USPTO published REALDEBT trademark application (TM99513124) for mortgage brokerage services on March 30, 2026. The trademark publication initiates a standard 30-day opposition period during which third parties may file an opposition to prevent registration. This is a routine administrative action in the trademark registration process.

LIQUID TREASURY Trademark Application

The USPTO received an intent-to-use trademark application (TM99512904) for LIQUID TREASURY filed on November 24, 2025. The application covers software services for blockchain transactions, smart contracts, digital asset management, cryptocurrency exchange, stablecoin services, and financial custody services. This is a routine trademark filing with no regulatory obligations.

CWM Continuity Wealth Management Trademark

USPTO published trademark application TM99473764 for 'CWM CONTINUITY WEALTH MANAGEMENT' covering financial information and advisory services, financial planning, investment advisory services, and financial asset management. The application was filed on October 31, 2025, and published for opposition on March 30, 2026.

FLX CFO Trademark Publication for Opposition

USPTO published trademark application TM99434330 for FLX CFO covering fractional Chief Financial Officer services, specifically financial management services. The application was filed on 2025-10-09 and published for opposition on 2026-03-30. This is a standard trademark publication notice with no new regulatory obligations.

INFINITY WEALTH COUNSEL Trademark - Financial Services

The USPTO published trademark application TM99374155 for "INFINITY WEALTH COUNSEL" covering financial services including tax planning, financial planning, investment advisory services, wealth management, and estate planning. The publication initiates an opposition period during which third parties may challenge the registration.

America's Own Credit Union Trademark Application

USPTO received trademark application TM99092179 for "America's Own Credit Union" covering credit union services (International Class 036) on March 19, 2025. The application is filed on an Intent to Use basis, with a related deadline of March 30, 2026. This is a routine trademark filing; no immediate action is required from competitors or the public.

TFA Texas Financial Advisors Trademark Application

The USPTO published trademark application TM99085831 for 'TFA TEXAS FINANCIAL ADVISORS' in International Class 036 (Insurance & Finance). The application covers financial advisory services, wealth management, estate planning, and retirement planning. Publication date was March 30, 2026, initiating a 30-day opposition period during which third parties may challenge the registration.

The Estates Brokerage Trademark Application for Real Estate Brokerage Services

USPTO received trademark application TM99298238 for 'THE ESTATES BROKERAGE' filed by The Estates Brokerage on July 23, 2025. The application covers real estate brokerage services and is filed under Intent-to-Use provisions, with anticipated registration date of March 30, 2026.

Reyna Super Insurance Services Trademark Application TM99294594

The USPTO published trademark application TM99294594 for REYNA SUPER INSURANCE SERVICES covering insurance agency services. The application was filed on July 21, 2025, and published for opposition on March 30, 2026. This is a routine trademark publication allowing third parties to file opposition before registration.

LFG Trademark Application - Investment Management Services

USPTO received trademark application TM98739026 for the mark 'LFG' covering investment management, financial analysis and consultation, portfolio management, litigation financing, and related legal and business consulting services in International Class 036. The application was filed under Intent to Use basis and is being tracked through ChangeBridge trademark monitoring services.

Trademark Application - ACHIEVE FINANCIAL WELLNESS PROGRAM

An entity filed an Intent-to-Use trademark application (TM98656629) with the USPTO on July 19, 2024, for the mark "ACHIEVE FINANCIAL WELLNESS PROGRAM" covering credit counseling services and credit union services. The application, filed under International Class 036, establishes a priority filing date for the mark in connection with these financial services.

Abraham Ezekiel Banks Trademark Application - Class 36 Financial Services

USPTO received trademark application TM98530204 from Abraham Ezekiel Banks on May 1, 2024, for 'Abraham Ezekiel Banks' covering financial consultancy and financial information and advisory services in Class 36. The application is filed under Intent to Use basis, indicating the applicant plans to use the mark in commerce.

Wetalu Trademark - Electronic Payment Processing Services

USPTO received trademark application TM99731334 for "WETALU" under Intent-to-Use provisions on March 29, 2026. The application covers electronic payment processing services including ACH, credit card, debit card, electronic check, and electronic funds transfer processing in International Class 036 (Insurance and Financial Services).

COMMONS trademark application covering banking and financial services

USPTO received trademark application TM99731613 for COMMONS filed March 29, 2026 as an Intent to Use application. The application covers an extensive list of banking and financial services including online banking, investment services, cryptocurrency services, and securities brokerage. This is a routine trademark filing that establishes priority rights for the mark in Class 036 (Insurance and Financial Services).

Tippedoff Trademark Application - Financial Information Services

The USPTO received a trademark application (Serial No. TM99731647) for the word mark TIPPEDOFF, filed under Intent-to-Use basis on March 29, 2026. The application covers financial information and financial analyses services provided via a website, classified under Class 36 (Insurance and Financial). The mark has been published in the USPTO's ChangeBridge feed for Insurance & Finance trademark applications.

V trademark for streaming services published for opposition

The USPTO published trademark application TM79444173 for the 'V' mark in Class 36, covering streaming services, software, and digital content distribution. The application includes services such as streaming audio/visual content, downloadable applications, home automation software, and electronic data storage. This publication initiates the opposition period during which third parties may challenge the registration.

Trademark Application Published for Opposition

The USPTO published trademark application TM79444148 for opposition. The application covers services in education, entertainment, sports, advertising, and related fields. Third parties have an opportunity to file opposition during the statutory period.

BLUMEPAY Trademark Application - Payment Processing Software

The USPTO published trademark application TM79441467 for BLUMEPAY on March 29, 2026, covering payment processing software, financial lending services, credit management platforms, and SaaS/PaaS solutions for fintech applications. The trademark is in International Class 36 (financial services) and is now in the opposition period, allowing third parties to challenge registration.

COVER YOUR ASSETS COMPLIANCE Trademark Renewal

USPTO renewed Trademark Registration TM86623656 for COVER YOUR ASSETS COMPLIANCE as of March 29, 2026. The mark covers advisory and consulting services in employee benefits and group healthcare plan compliance. Trademark holders in Class 036 should maintain renewal schedules to preserve their registrations.

LEVIN CAPITAL STRATEGIES Trademark Registration

USPTO trademark registration TM78705851 for LEVIN CAPITAL STRATEGIES, LP was granted on March 29, 2026. The registered mark covers financial services including investment advisory services, investment management services, and asset management services. The original application was filed on September 2, 2005.

Universal Condo Insurance Trademark Application

The USPTO has published trademark application TM99731076 for 'Universal Condo Insurance'. The application, filed on March 28, 2026, is for insurance agencies in the field of condo insurance and was published for opposition on March 29, 2026.

Olympus Wealth Strategies Trademark Publication

The USPTO has published the trademark application for 'Olympus Wealth Strategies' for opposition. The application covers financial services including investment consultation, portfolio strategy, and mutual fund services. The filing date was March 28, 2026.

WAYTIP trademark application for financial tipping features

The USPTO has received an intent-to-use trademark application for the mark 'WAYTIP'. The application, filed on March 28, 2026, covers financial administration of payment and tipping features. This is a standard trademark filing for a new service.

Tokenization Systems Trademark Published for Opposition

The USPTO has published the trademark application 'Tokenization Systems' for opposition. The application covers financial advisory, consulting, research, and analysis services related to digital assets and financial technology.

Finzoom Trademark Published for Opposition

The USPTO has published the trademark application for 'Finzoom' for opposition. The application covers a wide range of financial services, including consultancy, advisory, insurance underwriting, and payment processing. The publication date was March 29, 2026.

VITALBRIDGE Trademark Application Published for Opposition

The USPTO has published the VITALBRIDGE trademark application for financial services, including brokerage, capital investment, and insurance. The application was published for opposition on March 29, 2026, with a filing date of March 28, 2026.

DEBT MONKEY trademark registered

The USPTO has registered the trademark 'DEBT MONKEY' (TM78678608) for credit consultation and debt counseling services. The trademark was filed on July 26, 2005, and officially registered on March 28, 2026.

Prologue Capital Hedge Fund Trademark Registration

The USPTO has registered trademark TM78826418 for Prologue Capital, an investment advisory service for hedge funds. The trademark was registered on March 28, 2026, following a filing date of March 1, 2006.

Treasure State Bank - Registered Trademark

The USPTO has registered trademark TM78793830 for Treasure State Bank, a financial services entity. The trademark was filed on January 18, 2006, and officially registered on March 28, 2026.