HERWORTH
Live / Applied — Non-final action mailed (as of 25 Feb 2026)
What this means for you
Not registered yet, but its 07 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
- 99431094
- Mark type
- Stylized text
- Filed
- 07 Oct 2025
- Attorney of record
- Sarah H. Parker
Goods and services
- Class 016 — Paper goods and printed matter: Printed non-fiction publications and reference materials featuring information in the fields of financial investments, financial planning, and wealth management, namely, books, written articles, calculations, charts and guidelines
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals
- Class 041 — Education and entertainment services: Educational services, namely, providing online and in person seminars, downloadable and non-downloadable online podcasts, and downloadable and non-downloadable videos in the fields of financial investments, financial planning, and wealth management; entertainment services, namely, providing an ongoing audio series in the fields of financial investments, financial planning, and wealth management; Educational services, namely publishing online articles, survey results and papers in the fields of financial investments, financial planning, and wealth management
Owner
- Beacon Pointe Advisors, LLC, Newport Beach, CA, US
Prosecution history
- 25 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 25 Feb 2026 — NON-FINAL ACTION E-MAILED
- 25 Feb 2026 — NON-FINAL ACTION WRITTEN
- 25 Feb 2026 — ASSIGNED TO EXAMINER
- 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 07 Oct 2025 — NEW APPLICATION ENTERED