FOCUS PARTNERS INSTITUTIONAL
Live / Applied — Non-final action mailed (as of 24 Feb 2026)
What this means for you
Not registered yet, but its 06 Oct 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
- 99428723
- Mark type
- Design + words
- Filed
- 06 Oct 2025
- Attorney of record
- Briana R. Falcon
Goods and services
- Class 035 — Advertising and business services: Business management advice; consulting services, namely, providing practice management, investment modeling, risk management, and back-office support in the fields of financial planning; Providing business advice in the field of investment policies, including investment objectives, risk tolerance, and portfolio constraints and spending; royalty administration services, namely, accounting services in the field of royalties; Tax consulting services; Tax preparation; Accounting services; business management consulting services for wealth management firms
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services, investment advice, investment management, and investment consultation; Financial planning and investment advisory services; capital investment services, namely, investing in financial, investment, and consulting services providers; royalty administration, namely, financial administration of royalty payments; employee financial benefit plans and investment consulting services; Financial services, namely, equity capital investment in wealth management firms
- Class 041 — Education and entertainment services: Educational services, namely, providing advice and training to employees in the field of financial planning; Providing online non-downloadable videos in the field of wealth management services
Owner
- Focus Partners Wealth, LLC, Clayton, MO, US
Prior registrations
Prosecution history
- 24 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Feb 2026 — NON-FINAL ACTION E-MAILED
- 24 Feb 2026 — NON-FINAL ACTION WRITTEN
- 24 Feb 2026 — ASSIGNED TO EXAMINER
- 22 Feb 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 22 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 06 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 06 Oct 2025 — NEW APPLICATION ENTERED