SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. Trademark Information

Sherpa Financial Group LLC

Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments...

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Words that describe this mark

financial   services       administration   transactions   involving   funds   drawn   securities     stocks     funds     equities     bonds     cash     types   financial   investments   retirement   plans  

This is a brand page for the SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. trademark by Sherpa Financial Group LLC  in Fishers, IN, 46038.

Write a review about a product or service associated with this SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. trademark. Or, contact the owner Sherpa Financial Group LLC of the SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. trademark.

On Wednesday, February 21, 2018, a U.S. federal trademark registration was filed for SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY.. The USPTO has given the SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. trademark serial number of 87805185. The current federal status of this trademark filing is REGISTERED. The correspondent listed for SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. is FITZGERALD CHARLIER of SHERPA FINANCIAL GROUP LLC, 10735 SKY PRAIRIE ST., STE. 300, FISHERS, IN 46038 . The SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. trademark is filed in the category of Insurance & Financial Services . The description provided to the USPTO for SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. is Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; 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; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services.

Word mark: SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY.
Status/Status Date:
REGISTERED
10/9/2018
Serial Number: 87805185
Filing Date: 2/21/2018
Registration Number: 5579516
Registration Date: 10/9/2018
Goods and Services: Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; 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; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
Mark Description: The mark consists of a green outline of mountain range with the lower case word "Sherpa" in blue below. Underneath "Sherpa" the words "FINANCIAL GROUP" appear in upper case in green, below which is a thin blue underline. Below this is the wording "Your journey. Your legacy." in blue italics. All of the foregoing appears on a white background.
Type Of Mark: Service Mark
Published For Opposition Date: 7/24/2018
Last Applicant/Owner: Sherpa Financial Group LLC
Fishers, IN 46038
Mark Drawing Code: Drawing/Design + Words
Design Search:
Mountains, mountain landscapes (Scenery - Mountains, rocks, caves) see more design...
Letters or words underlined and/or overlined by one or more strokes or lines (Geometric figures and solids - Lines, bands, bars, chevrons and angles) see more design...
Register Type: Principal
Disclaimer: ("FINANCIAL GROUP")
Correspondent:
SHERPA FINANCIAL GROUP LLC
10735 SKY PRAIRIE ST., STE. 300
FISHERS, IN 46038

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere: : 1/1/2007
First Use In Commerce: 1/1/2007

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Current Trademark Status:
10/9/2018
REGISTERED
Correspondent Search:

FITZGERALD CHARLIER is a correspondent of SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. trademark.

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