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

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

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