MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT
Live / Applied — Non-final action mailed (as of 04 Feb 2026)
What this means for you
Not registered yet, but its 04 Sept 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
- 99375752
- Mark type
- Design + words
- Filed
- 04 Sept 2025
- Attorney of record
- Jeremy Peter Green Eche
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial portfolio management; Estate planning; Estate trust planning; Providing information in the field of employee financial benefit plans; Consulting and information concerning insurance; Financial planning for retirement
- Class 041 — Education and entertainment services: On-line journals, namely, blogs featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Entertainment services, namely, providing podcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing on-line videos featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management, not downloadable; Entertainment services, namely, providing webcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing online non-downloadable e-books in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Educational services, namely, conducting courses and seminars in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management and distribution of course and educational materials in connection therewith; Providing on-line courses of instruction in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management via a website; Providing education courses in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management offered through online, non-downloadable videos and instructor assistance; Providing classes, seminars, workshops, presentations and retreats in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Professional coaching services in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Conducting of conferences in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management
Owner
- Mission Advice LLC, Shepherdstown, WV, US
Prosecution history
- 04 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Feb 2026 — NON-FINAL ACTION E-MAILED
- 04 Feb 2026 — NON-FINAL ACTION WRITTEN
- 29 Jan 2026 — ASSIGNED TO EXAMINER
- 28 Jan 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 28 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 04 Sept 2025 — NEW APPLICATION ENTERED