A
Live / Applied — Non-final action mailed (as of 23 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
- 99396136
- Mark type
- Design / logo
- Filed
- 16 Sept 2025
- Attorney of record
- JAMES R MENKER
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Investment consultation; Investment advisory services; Financial management in the field of investment portfolios; Investment management; Fund management for private clients; Financial wealth management services
- Class 041 — Education and entertainment services: Workshops and seminars in the field of financial services, investing and securities; Arranging and conducting of training courses in the field of economics, financial planning and investment strategies; Arranging and conducting of educational courses in the field of economics, financial planning and investment strategies
Owner
- ALTIUM WEALTH ARCHITECTURE INC., Montréal, CA
Prosecution history
- 23 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 23 Feb 2026 — NON-FINAL ACTION E-MAILED
- 23 Feb 2026 — NON-FINAL ACTION WRITTEN
- 10 Feb 2026 — ASSIGNED TO EXAMINER
- 09 Feb 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 09 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 22 Sept 2025 — TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
- 22 Sept 2025 — TEAS VOLUNTARY AMENDMENT RECEIVED
- 16 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 16 Sept 2025 — NEW APPLICATION ENTERED