RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES
Live / Applied — Non-final action mailed (as of 13 Jan 2026)
What this means for you
Not registered yet, but its 29 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
- 99308585
- Mark type
- Slogan / phrase
- Filed
- 29 Jul 2025
- Attorney of record
- Glenn K. Robbins II
Goods and services
- Class 036 — Insurance and financial services: Financial risk management; Insurance risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advice relating to income tax; Financial planning and investment advisory services; Estate planning; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy services in the area of healthcare
Owner
- Wilson Financial Group, LLC, Gastonia, NC, US
Prosecution history
- 13 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 13 Jan 2026 — NON-FINAL ACTION E-MAILED
- 13 Jan 2026 — NON-FINAL ACTION WRITTEN
- 13 Dec 2025 — ASSIGNED TO EXAMINER
- 05 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 29 Jul 2025 — APPLICATION FILING RECEIPT MAILED
- 29 Jul 2025 — NEW APPLICATION ENTERED