DE LA TORRE FINANCIAL GROUP
Live / Applied — New application — not yet assigned to an examiner (as of 13 Aug 2026)
What this means for you
Not registered yet, but its 13 Aug 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50048857
- Mark type
- Slogan / phrase
- Filed
- 13 Aug 2026
- Attorney of record
- Melanie V DeMarco
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning, namely, assessing risks, portfolio management, retirement planning, social security planning, wealth management, asset protection, tax optimization, legacy planning, charitable planning, and business planning.; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial asset management in the field of mutual funds, retirement savings plans, social security plans, insurance plans, tax plans, legacy plans, and business plans.
Owner
- De La Torre Financial Group, Inc., Concord, CA, US
Prosecution history
- 28 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 13 Aug 2026 — APPLICATION FILING RECEIPT MAILED
- 13 Aug 2026 — NEW APPLICATION ENTERED