NEXT HORIZON WEALTH
Live / Applied — Final refusal mailed (as of 23 Feb 2026)
What this means for you
Not registered yet, but its 28 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
- 99205569
- Mark type
- Design + words
- Filed
- 28 May 2025
- Attorney of record
- Jason Poulos
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services for individuals, families and small businesses; Providing information in the field of financial planning; Financial wealth management services for individual clients; Providing information in the field of wealth management; Investment advice relating to publicly traded securities, mutual funds, and insurance-based investment products, excluding private equity fund investment services, management of private equity funds, venture capital services, hedge fund services, and pooled investment fund management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
Owner
- J&R Operations LLC, East Meadow, NY, US
Prosecution history
- 23 Feb 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 23 Feb 2026 — FINAL REFUSAL E-MAILED
- 23 Feb 2026 — FINAL REFUSAL WRITTEN
- 15 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 15 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 15 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 15 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 15 Oct 2025 — NON-FINAL ACTION E-MAILED
- 15 Oct 2025 — NON-FINAL ACTION WRITTEN
- 15 Oct 2025 — ASSIGNED TO EXAMINER
- 05 Oct 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 05 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 28 May 2025 — APPLICATION FILING RECEIPT MAILED
- 28 May 2025 — NEW APPLICATION ENTERED