LSIA WEALTH MANAGEMENT

Live / Allowed — Approved for publication (as of 12 Sept 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 15 Sept 2025 filing date already counts against anyone who files later.

Record

Serial number
99392864
Mark type
Stylized text
Filed
15 Sept 2025
Attorney of record
David S McDaniel

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals and families; Providing financial information services in the nature of estate planning guidance, insurance planning guidance and tax planning guidance

Owner

Prosecution history

  • 12 Sept 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 13 Jul 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 13 Jul 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 13 Jul 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 11 Jul 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 11 Jul 2026 — NON-FINAL ACTION E-MAILED
  • 11 Jul 2026 — NON-FINAL ACTION WRITTEN
  • 07 Feb 2026 — ASSIGNED TO EXAMINER
  • 06 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 16 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 16 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 15 Sept 2025 — NEW APPLICATION ENTERED

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