DRIVEN BY EXCELLENCE, BUILT ON LEGACY

Live / Applied — Non-final action mailed (as of 01 Mar 2026)

What this means for you

Not registered yet, but its 01 Apr 2025 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
79430531
Mark type
Stylized text
Filed
01 Apr 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial affairs and monetary affairs, namely, financial information management and analysis services; financial information and evaluations; evaluation of real property; financial evaluation for insurance purposes; financial information; financial management; financing services; hedge fund management; venture capital fund management; management of capital investment funds; fund management for private clients; management of private equity funds; financial asset management; investment management, financial portfolio management; financial management of employee pension plans; fiscal valuations and assessments; financial advice relating to taxation; estate trust management; consultation services for individuals in the field of financial strategy and project financing in the context of sustainable, social or solidarity economy; investment of funds for others in the fields of impact investing, socially responsible investing and alternative investing; investment consultant services; provision of financial investment advice; private equity consulting services; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; provision of financial information relating to the finance industry involved in environmentally focused investments; mutual fund investment; investment fund consultation; share price information service; investment planning; financial services, namely, financial real estate planning; estate trust planning; financial consultancy services relating to real estate investment; real estate valuation services; financial planning and investment advisory services; financial portfolio analysis services; monitoring financial markets for investment purposes

Owner

Prosecution history

  • 19 Mar 2026 — REFUSAL PROCESSED BY IB
  • 01 Mar 2026 — NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
  • 01 Mar 2026 — REFUSAL PROCESSED BY MPU
  • 01 Feb 2026 — NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
  • 31 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 31 Jan 2026 — ASSIGNED TO EXAMINER
  • 30 Jan 2026 — APPLICATION FILING RECEIPT MAILED
  • 30 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 13 Sept 2025 — LIMITATION FROM ORIGINAL APPLICATION ENTERED
  • 21 Aug 2025 — SN ASSIGNED FOR SECT 66A APPL FROM IB

View this trademark record on Marksy