GENERATIONAL PLANNING FOR GENERATIONAL WEALTH
Live / Registered — Registered (as of 03 Feb 2026)
What this means for you
Registered since 03 Feb 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99043951
- Registration number
- 8130333
- Mark type
- Stylized text
- Filed
- 17 Feb 2025
- Registered
- 03 Feb 2026
- Attorney of record
- James P Marion
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment risk assessment services; Global investment research services; Hedge fund investment services; Capital investment consulting; Investment consultancy; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Providing information in the field of financial planning
Owner
- Erik Flegal, Mount Pleasant, SC, US
- Erik Flegal, Mount Pleasant, SC, US
Prosecution history
- 03 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 03 Feb 2026 — REGISTERED-SUPPLEMENTAL REGISTER
- 09 Jan 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 09 Jan 2026 — USE AMENDMENT ACCEPTED
- 11 Nov 2025 — AMENDMENT TO USE PROCESSING COMPLETE
- 11 Nov 2025 — USE AMENDMENT FILED
- 11 Nov 2025 — TEAS AMENDMENT OF USE RECEIVED
- 11 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 11 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 11 Aug 2025 — NON-FINAL ACTION E-MAILED
- 11 Aug 2025 — NON-FINAL ACTION WRITTEN
- 23 Jul 2025 — ASSIGNED TO EXAMINER
- 14 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 17 Feb 2025 — APPLICATION FILING RECEIPT MAILED
- 17 Feb 2025 — NEW APPLICATION ENTERED