LIBERTY WEALTH SOLUTIONS
Live / Applied — Final refusal mailed (as of 11 Feb 2026)
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
- 99173846
- Mark type
- Stylized text
- Filed
- 07 May 2025
Goods and services
- Class 036 — Insurance and financial services: Investment of funds; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial consultation services to individual investors, families, companies; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Providing information in the field of wealth management for individuals, families, corporations
Owner
- Steven Battel, Red Bank, NJ, US
Prosecution history
- 11 Feb 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 11 Feb 2026 — FINAL REFUSAL E-MAILED
- 11 Feb 2026 — FINAL REFUSAL WRITTEN
- 28 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 28 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 28 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 24 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Oct 2025 — NON-FINAL ACTION E-MAILED
- 24 Oct 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