401 FINANCIAL
Live / Registered — Registered (as of 17 Feb 2026)
What this means for you
Registered since 17 Feb 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 17 Feb 2032: the §8 declaration of use).
Record
- Serial number
- 98942736
- Registration number
- 8140788
- Mark type
- Word mark
- Filed
- 07 Jan 2025
- Published for opposition
- 30 Dec 2025
- Registered
- 17 Feb 2026
- Next maintenance filing
- §8 declaration of use, due by 17 Feb 2032 (grace period to 17 Aug 2032)
- Attorney of record
- Donna L. Mirman
Goods and services
- Class 036 — Insurance and financial services: Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic transfer of cryptocurrency; 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, life insurance settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; 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 relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence by investing in Stock, Bond, ETF, Mutual fund, Insurance products.; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial consulting services, namely, expert analysis in finance
Owner
- Jeff Lorenz Financial Services, Inc., ORANGEVALE, CA
- Jeff Lorenz Financial Services, Inc., ORANGEVALE, CA
- Jeff Lorenz Financial Services, Inc., ORANGEVALE, CA
Prosecution history
- 17 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 17 Feb 2026 — REGISTERED-PRINCIPAL REGISTER
- 30 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 30 Dec 2025 — PUBLISHED FOR OPPOSITION
- 24 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 04 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 03 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 03 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 03 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 19 Nov 2025 — ASSIGNED TO EXAMINER
- 10 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 10 Sept 2025 — NON-FINAL ACTION E-MAILED
- 10 Sept 2025 — NON-FINAL ACTION WRITTEN
- 28 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 28 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE