TRAILHEAD FINANCIAL

Live / Applied — Final refusal mailed (as of 04 Feb 2026)

What this means for you

Not registered yet, but its 26 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
99202152
Mark type
Stylized text
Filed
26 May 2025
Attorney of record
Patrick Jay Hines

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Investment management; Estate planning; Financial management for businesses concerning insurance and finance

Owner

Prosecution history

  • 04 Feb 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 04 Feb 2026 — FINAL REFUSAL E-MAILED
  • 04 Feb 2026 — FINAL REFUSAL WRITTEN
  • 14 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 14 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 14 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 20 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 20 Oct 2025 — NON-FINAL ACTION WRITTEN
  • 14 Oct 2025 — ASSIGNED TO EXAMINER
  • 02 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 26 May 2025 — APPLICATION FILING RECEIPT MAILED
  • 26 May 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy