BOLLIN WEALTH MANAGEMENT
Live / Applied — Non-final action mailed (as of 20 Feb 2026)
What this means for you
Not registered yet, but its 25 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
- 99412013
- Mark type
- Stylized text
- Filed
- 25 Sept 2025
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network
Owner
- Bollin Wealth Management, PERRYSBURG, OH, US
Prosecution history
- 20 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 20 Feb 2026 — NON-FINAL ACTION E-MAILED
- 20 Feb 2026 — NON-FINAL ACTION WRITTEN
- 17 Feb 2026 — ASSIGNED TO EXAMINER
- 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 25 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 25 Sept 2025 — NEW APPLICATION ENTERED