TETRIA

Live / Applied — New application — not yet assigned to an examiner (as of 16 Sept 2026)

What this means for you

Not registered yet, but its 16 Sept 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
50112184
Mark type
Stylized text
Filed
16 Sept 2026
Attorney of record
Michael K. Kinney

Goods and services

  • Class 035 — Advertising and business services: Business strategic planning services; Business management consulting and advisory services; Business consulting, management, and planning services in the field of financial planning practice management; Business management consulting services in the field of financial planning practice management; Business consultation in the field of business leadership development; Business management consulting in the field of team development; Business networking; On-line business networking services
  • Class 036 — Insurance and financial services: Providing information in the field of financial planning for financial planning professionals
  • Class 041 — Education and entertainment services: Personal coaching services in the field of financial advisory firm management; Leadership development training in the field of financial planning industry; Educational services, namely, conducting live online webinars in the field of financial planning practice management; Educational services, namely, providing workshops and seminars in the fields of financial planning practice management; Providing keynote presentations in the field of financial planning practice management; Educational services, namely, providing online instruction in the field of use and implementation of computer software for advisors via an online website; Providing a web site featuring non-downloadable instructional videos in the field of use and implementation of computer software for advisors; Educational services, namely, providing continuing professional education courses in the field of use and implementation of computer software for advisors offered through online, non-downloadable videos and instructor assistance; Providing on-line videos featuring instruction in the use and implementation of computer software for advisors, not downloadable; Providing education courses in the field of computer software for advisors offered through online, non-downloadable videos and instructor assistance
  • Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for creating, deploying, and managing software platforms; Testing of computer software for user acceptance and performance evaluation during beta testing of software for financial advisors; Consulting services in the field of software implementation for others

Owner

Prosecution history

  • 16 Sept 2026 — APPLICATION FILING RECEIPT MAILED
  • 16 Sept 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy