Serial 99413108

Live / Allowed — Published for opposition (as of 17 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 25 Sept 2025 filing date already counts against anyone who files later.

Record

Serial number
99413108
Mark type
Design / logo
Filed
25 Sept 2025
Published for opposition
17 Mar 2026
Attorney of record
ADAM T WERNER

Goods and services

  • Class 035 — Advertising and business services: Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
  • Class 036 — Insurance and financial services: Financial wealth management services
  • Class 042 — Scientific and technological services: Providing a web site featuring technology that enables users to utilize advisory portfolio accounting, client account management, financial performance reporting and advisory billing features

Owner

Prosecution history

  • 17 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 17 Mar 2026 — PUBLISHED FOR OPPOSITION
  • 11 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 19 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 19 Feb 2026 — ASSIGNED TO EXAMINER
  • 18 Feb 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 18 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 25 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 25 Sept 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy