EMBEDDED FINANCIAL ADVISORY

Live / Registered — Registered (as of 20 Jan 2026)

What this means for you

Registered since 20 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99264234
Registration number
8112455
Mark type
Stylized text
Filed
02 Jul 2025
Registered
20 Jan 2026
Attorney of record
Trevor A. Caudle, Esq.

Goods and services

  • Class 036 — Insurance and financial services: Financial management; Financial consulting; Financial planning; Financial advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial advisory and consultancy services, namely, forecasting, cash management, fundraising support, and key performance indicator tracking

Owner

Prosecution history

  • 20 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 20 Jan 2026 — REGISTERED-SUPPLEMENTAL REGISTER
  • 22 Dec 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 22 Dec 2025 — EXAMINER'S AMENDMENT ENTERED
  • 22 Dec 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 22 Dec 2025 — EXAMINERS AMENDMENT E-MAILED
  • 22 Dec 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 26 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 20 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 20 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 20 Nov 2025 — ASSIGNED TO EXAMINER
  • 06 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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