SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE"
Live / Applied — Non-final action mailed (as of 10 Feb 2026)
What this means for you
Not registered yet, but its 16 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
- 99396071
- Mark type
- Stylized text
- Filed
- 16 Sept 2025
Goods and services
- Class 036 — Insurance and financial services: Investment of funds; On-line financial planning services; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial consulting services, namely, expert analysis in finance; Investment of funds for others in the fields of municipal bonds, securities, etc.; Insurance consultation
Owner
- Jeffrey Dewey, Plattsburgh, NY, US
Prosecution history
- 10 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 10 Feb 2026 — NON-FINAL ACTION E-MAILED
- 10 Feb 2026 — NON-FINAL ACTION WRITTEN
- 10 Feb 2026 — ASSIGNED TO EXAMINER
- 09 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 16 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 16 Sept 2025 — NEW APPLICATION ENTERED