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Live / Applied — New application — assigned to an examiner (as of 21 Nov 2025)

What this means for you

Not registered yet, but its 04 Jul 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99267886
Mark type
Stylized text
Filed
04 Jul 2025

Goods and services

  • Class 036 — Insurance and financial services: Investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial management in the field of operation of exchange-traded funds (ETFs); providing investment strategies involving publicly traded securities and founder-led companies

Owner

Prosecution history

  • 21 Nov 2025 — ASSIGNED TO EXAMINER
  • 10 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 04 Jul 2025 — APPLICATION FILING RECEIPT MAILED
  • 04 Jul 2025 — NEW APPLICATION ENTERED

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