PLAN WITH PURPOSE
Live / Applied — Final refusal mailed (as of 08 Jan 2026)
What this means for you
Not registered yet, but its 05 May 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
- 99170334
- Mark type
- Stylized text
- Filed
- 05 May 2025
Goods and services
- Class 036 — Insurance and financial services: Strategic financial advisory services; Providing financial advisory services; Investment advice
Owner
- Prestige Wealth Management, LLC., Southlake, TX, US
Prosecution history
- 08 Jan 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 08 Jan 2026 — FINAL REFUSAL E-MAILED
- 08 Jan 2026 — FINAL REFUSAL WRITTEN
- 22 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 22 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 25 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 25 Sept 2025 — NON-FINAL ACTION E-MAILED
- 25 Sept 2025 — NON-FINAL ACTION WRITTEN
- 22 Sept 2025 — ASSIGNED TO EXAMINER
- 05 May 2025 — APPLICATION FILING RECEIPT MAILED
- 05 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 05 May 2025 — NEW APPLICATION ENTERED