Trademark Search  /  THE CONFIDENCE OF FIDUCIARY EXCELLENCE

THE CONFIDENCE OF FIDUCIARY EXCELLENCE

● Live · Pending

U.S. federal trademark · Serial No. 99598979

Mark
THE CONFIDENCE OF FIDUCIARY EXCELLENCE
Status
Pending
Serial Number
99598979
Filing Date
January 16, 2026
Class(es)
Class 042

Owners

James R. Duffy
01 · Cutchogue, NY, US
James R. Duffy
01 · Cutchogue, NY, US

Goods & Services

Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.