USCC

Live / Applied — Non-final action mailed (as of 13 Jan 2026)

What this means for you

Not registered yet, but its 20 Aug 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
99347658
Mark type
Stylized text
Filed
20 Aug 2025
Attorney of record
Jennifer Insley-Pruitt

Goods and services

  • Class 036 — Insurance and financial services: Capital investment; Financial analysis; Financial portfolio 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; Fund management for private clients; Funds investment; Private placements of hedge funds, private equity funds, securities and derivatives for others

Owner

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
  • 09 Jan 2026 — ASSIGNED TO EXAMINER
  • 08 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 20 Aug 2025 — APPLICATION FILING RECEIPT MAILED
  • 20 Aug 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy