BETTER DECISIONS, LESS STRESS

Live / Applied — Non-final action mailed (as of 27 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
99428835
Mark type
Stylized text
Filed
06 Oct 2025
Attorney of record
Briana R. Falcon

Goods and services

  • Class 035 — Advertising and business services: Family office services, namely, business advisory and consultancy services related to family wealth planning services
  • Class 036 — Insurance and financial services: Financial planning and financial management services, namely, administration of financial affairs and banking options; investment consulting and investment management services; estate planning services

Owner

Prosecution history

  • 27 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 27 Feb 2026 — NON-FINAL ACTION E-MAILED
  • 27 Feb 2026 — NON-FINAL ACTION WRITTEN
  • 24 Feb 2026 — ASSIGNED TO EXAMINER
  • 22 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 06 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 06 Oct 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy