ASSETTREE
Live / Registered — Registered (as of 17 Mar 2026)
What this means for you
Registered since 17 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99217625
- Registration number
- 8174317
- Mark type
- Stylized text
- Filed
- 04 Jun 2025
- Published for opposition
- 27 Jan 2026
- Registered
- 17 Mar 2026
Goods and services
- Class 036 — Insurance and financial services: Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting and advising in the field of mergers and acquisitions; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Investment advisory services; Real estate investment trust advisory services; Family office investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
Owner
- AssetTree, LLC, Belleair Bluffs, FL, US
- AssetTree, LLC, Belleair Bluffs, FL, US
- AssetTree, LLC, Belleair Bluffs, FL, US
Prosecution history
- 17 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 17 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
- 27 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 27 Jan 2026 — PUBLISHED FOR OPPOSITION
- 21 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 05 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 02 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 02 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Dec 2025 — ASSIGNED TO LIE
- 09 Dec 2025 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 04 Dec 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 04 Dec 2025 — FINAL REFUSAL E-MAILED
- 04 Dec 2025 — FINAL REFUSAL WRITTEN
- 01 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 01 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE