Serial 99433211

Live / Applied — Non-final action mailed (as of 02 Mar 2026)

What this means for you

Not registered yet, but its 08 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
99433211
Mark type
Design / logo
Filed
08 Oct 2025
Attorney of record
Shanna Knight

Goods and services

  • Class 036 — Insurance and financial services: Investment management; Financial planning; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, providing wealth management services and investment advisory services; Financial portfolio management; Estate planning; Philanthropic services concerning monetary donations; Insurance consulting in the field of property and casualty, life and health insurance

Owner

Prosecution history

  • 02 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 02 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 02 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 02 Mar 2026 — ASSIGNED TO EXAMINER
  • 01 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 01 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 08 Oct 2025 — NEW APPLICATION ENTERED
  • 08 Oct 2025 — APPLICATION FILING RECEIPT MAILED

View this trademark record on Marksy