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What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 02 Oct 2025 filing date already counts against anyone who files later.

Record

Serial number

99425311

Mark type

Word mark

Filed

02 Oct 2025

Published for opposition

24 Mar 2026

Attorney of record

JENNIFER COUTURE

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software for financial and banking clients to view portfolios and account information, monitor performance, access banking and investment features, and communicate with fiduciary advisors; Downloadable computer communications software to allow customers to access bank and investment accounts information and transact bank business
• Class 036 — Insurance and financial services: Investment advisory services and financial planning; Financial portfolio management; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial management in the field of investment portfolios, namely, coordination, across a portfolio of accounts, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, especially for public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement and brokerage accounts using a bank account; Providing a website featuring information in the field of investment advisory services, financial advice, and tax optimization; Investment advisory services, financial advice, and tax optimization services provided via downloadable mobile applications and a website; On-line cash account services
• Class 041 — Education and entertainment services: Educational services, namely, providing printed and digital educational materials in the nature of blog articles and written content in the fields of investing, financial planning, banking, and portfolio management

Owner

• EVERGREEN WEALTH CORPORATION, Miami, FL, US
• EVERGREEN WEALTH CORPORATION, Miami, FL, US

Prosecution history

• 24 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 24 Mar 2026 — PUBLISHED FOR OPPOSITION
• 18 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 26 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 26 Feb 2026 — EXAMINER'S AMENDMENT ENTERED
• 26 Feb 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 26 Feb 2026 — EXAMINERS AMENDMENT E-MAILED
• 26 Feb 2026 — EXAMINERS AMENDMENT -WRITTEN
• 23 Feb 2026 — ASSIGNED TO EXAMINER
• 20 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 02 Oct 2025 — APPLICATION FILING RECEIPT MAILED
• 02 Oct 2025 — NEW APPLICATION ENTERED