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Live / Applied — Non-final action mailed (as of 29 Jan 2026)
What this means for you
Not registered yet, but its 06 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
- 99378526
- Mark type
- Stylized text
- Filed
- 06 Sept 2025
- Attorney of record
- David I. Greenbaum
Goods and services
- Class 036 — Insurance and financial services: Investment advice; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing educational information in the field of financial literacy
- Class 041 — Education and entertainment services: Providing online non-downloadable videos in the field of financial matters; providing a website featuring non-downloadable videos in the field of financial literacy, business news, and business insights; providing a website featuring online courses of instruction in the field of financial literacy; educational services, namely, providing a website featuring non-downloadable articles, non-downloadable videos, and non-downloadable audio recordings in the field of financial literacy, economics, business, and securities
Owner
- Robertson Stephens Wealth Management, LLC, San Francisco, CA, US
Prosecution history
- 29 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 29 Jan 2026 — NON-FINAL ACTION E-MAILED
- 29 Jan 2026 — NON-FINAL ACTION WRITTEN
- 28 Jan 2026 — ASSIGNED TO EXAMINER
- 27 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 06 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 06 Sept 2025 — NEW APPLICATION ENTERED