PERPETUAL PURPOSE MODEL

Live / Applied — Non-final action mailed (as of 17 Mar 2026)

What this means for you

Not registered yet, but its 13 May 2024 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
98547006
Mark type
Stylized text
Filed
13 May 2024
Attorney of record
Michael S. Denniston

Goods and services

  • Class 036 — Insurance and financial services: Consulting services in the field of assisting families with developing and protecting generational financial wellbeing within the family, namely, providing financial consulting in the field of estate planning and wealth management

Owner

Prosecution history

  • 18 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 17 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 17 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 22 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 22 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 22 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 14 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Jul 2025 — NON-FINAL ACTION E-MAILED
  • 14 Jul 2025 — NON-FINAL ACTION WRITTEN
  • 18 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 18 Mar 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 07 Jan 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Jan 2025 — NON-FINAL ACTION E-MAILED
  • 07 Jan 2025 — NON-FINAL ACTION WRITTEN

View this trademark record on Marksy