PLAN SMARTER. DREAM BIGGER.

Live / Allowed — Published for opposition (as of 03 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 06 Jun 2025 filing date already counts against anyone who files later.

Record

Serial number
99222707
Mark type
Stylized text
Filed
06 Jun 2025
Published for opposition
03 Mar 2026
Attorney of record
J. Damon Ashcraft

Goods and services

  • Class 035 — Advertising and business services: Tax consultation
  • Class 036 — Insurance and financial services: Financial planning; Investment consultancy; Estate planning

Owner

Prosecution history

  • 03 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 Mar 2026 — PUBLISHED FOR OPPOSITION
  • 25 Feb 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 03 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 03 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 03 Feb 2026 — ASSIGNED TO LIE
  • 28 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 28 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 28 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 28 Oct 2025 — NON-FINAL ACTION WRITTEN
  • 28 Oct 2025 — ASSIGNED TO EXAMINER
  • 14 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 06 Jun 2025 — APPLICATION FILING RECEIPT MAILED
  • 06 Jun 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy