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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 17 Jun 2025 filing date already counts against anyone who files later.

Record

Serial number
99238056
Mark type
Stylized text
Filed
17 Jun 2025
Published for opposition
03 Mar 2026
Attorney of record
Sarah E. Bro

Goods and services

  • Class 035 — Advertising and business services: Financial records management of financial and retirement planning documents for self-directed investment account holders
  • Class 036 — Insurance and financial services: Providing financial information about self-directed investment opportunities to others for the purpose of investing retirement savings; Investment advice about self-directed investment opportunities to others for the purpose of investing retirement savings; financial services in the field of self-directed investment accounts for investing retirement savings; providing financial information in the field of self-directed investment accounts; financial trust operations for individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial accounts; financial administration of individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial retirement plans; financial investment brokerage services for individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial accounts; online financial services, namely, financial administration of individual retirement arrangements, financial management of individual retirement arrangements, providing secure commercial transactions and payment options, electronic funds transfer services; financial services in the nature of digital banking, financial retirement planning services
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software, web applications, and computer software platforms for digital banking, financial, and retirement planning services, namely, managing financial accounts, conducting financial transactions and accessing financial information, and facilitating incentive rewards programs

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
  • 05 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 05 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 05 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 17 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 17 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 17 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 05 Nov 2025 — ASSIGNED TO EXAMINER
  • 17 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 17 Jun 2025 — APPLICATION FILING RECEIPT MAILED
  • 17 Jun 2025 — NEW APPLICATION ENTERED

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