SCALE WITH SOUL

What this means for you

Not registered yet, but its 07 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

99173644

Mark type

Stylized text

Filed

07 May 2025

Attorney of record

Amy Brozenic

Goods and services

• Class 035 — Advertising and business services: Accounting services; Accounting consultation; Accounting advisory services; Consulting and information concerning accounting; Consulting services, namely, expert analysis and management consulting in economics and accounting; Economic forecasting and analysis; Market forecasting; Economic development analysis, namely, providing information and analysis in the fields of economics and business; Economic feasibility studies; Financial record-keeping for regulatory compliance; Enterprise risk management; Tax assessment; Tax preparation; Tax advisory services; Tax consulting services; Tax planning; Forensic accounting services
• Class 036 — Insurance and financial services: Financial management services; Financial advisory services; Financial due diligence; Financial advice and consulting, namely, budget planning and forecasting; Financial risk management; Financial modeling, namely financial analysis and research services; Financial advice relating to tax, tax credits and tax incentives; Financial valuations; Fiscal valuations and assessments; Real estate valuation services; Personal property appraisal and valuation; Financial evaluation of real estate; Estate planning; Financial services, namely, wealth management; Financial planning; Business valuation, namely, business, stock option, pension valuation and fiscal valuation services
• Class 037 — Building construction and repair services: IT consulting services relating to installation, maintenance, and repair of computer hardware; Real estate site selection; Real estate development consulting
• Class 042 — Scientific and technological services: Consulting in the field of information technology related to data management and analysis, cybersecurity, and infrastructure management; Technology surveying and auditing, namely, technology supervision and inspection in the field of network infrastructure, software quality assurance, data privacy and compliance; Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; Website design consultancy

Owner

• Advisory Services Holdings, LLC, Dallas, TX, US

Prosecution history

• 25 Feb 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 25 Feb 2026 — FINAL REFUSAL E-MAILED
• 25 Feb 2026 — FINAL REFUSAL WRITTEN
• 19 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 18 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 18 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 23 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 23 Sept 2025 — NON-FINAL ACTION E-MAILED
• 23 Sept 2025 — NON-FINAL ACTION WRITTEN
• 23 Sept 2025 — ASSIGNED TO EXAMINER
• 07 May 2025 — APPLICATION FILING RECEIPT MAILED
• 07 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 07 May 2025 — NEW APPLICATION ENTERED