EXPERTS FOCUSED ON YOUR BEST INTERESTS
Live / Applied — Non-final action mailed (as of 05 Mar 2026)
What this means for you
Not registered yet, but its 11 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
- 99132417
- Mark type
- Stylized text
- Filed
- 11 Apr 2025
- Attorney of record
- Tonia A. Sayour
Goods and services
- Class 035 — Advertising and business services: tax planning; family office services, namely, tax planning and advisory services
- Class 036 — Insurance and financial services: Financial services, namely, financial planning, research and advisory services; estate planning, estate trust management, financial trust administration and estate settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, financial trust planning, estate planning, investment consultation, advisory and management, and financial philanthropic gift planning
Owner
- Fiduciary Trust Company, Boston, MA, US
Prosecution history
- 05 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 05 Mar 2026 — NON-FINAL ACTION E-MAILED
- 05 Mar 2026 — NON-FINAL ACTION WRITTEN
- 02 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 02 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 02 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 06 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 06 Dec 2025 — NON-FINAL ACTION E-MAILED
- 06 Dec 2025 — NON-FINAL ACTION WRITTEN
- 02 Dec 2025 — ASSIGNED TO EXAMINER
- 18 Sept 2025 — PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
- 18 Sept 2025 — TEAS VOLUNTARY AMENDMENT RECEIVED
- 08 Sept 2025 — ASSIGNED TO EXAMINER
- 11 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 11 Apr 2025 — NEW APPLICATION ENTERED