A

Live / Applied — Non-final action mailed (as of 27 Jan 2026)

What this means for you

Not registered yet, but its 05 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
99376627
Mark type
Word mark
Filed
05 Sept 2025
Attorney of record
Jonathan P Soifer

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory services; Financial advisory and consultancy services, namely, providing to others financial advice, investment advice, investment management services, and capital formation services; Financial advisory and consultancy services, namely, investment structuring and strategic consulting services, including advising on governance, restructuring, mergers and acquisitions, growth initiatives, and corporate turnarounds; Investment management; Investment advice in the fields of venture capital, private equity, real estate, defense technology, insurance, and reinsurance sectors; Broker-dealer financial services in the field of asset allocation, portfolio management, and private placement of securities; Investment advisory services; Financial advisory and consultancy services, namely, philanthropic investments, including donor-advised fund (DAF) structuring, philanthropic capital management, and charitable giving optimization

Owner

Prosecution history

  • 27 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 27 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 27 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 27 Jan 2026 — ASSIGNED TO EXAMINER
  • 26 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 05 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 05 Sept 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy