FT WEALTH AND INVESTMENT MANAGEMENT

Live / Applied — New application — assigned to an examiner (as of 03 Mar 2026)

What this means for you

Not registered yet, but its 14 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
99441646
Mark type
Stylized text
Filed
14 Oct 2025
Attorney of record
Jordan Arnot Leahey

Goods and services

  • Class 035 — Advertising and business services: Tax planning; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Tax consultation; Tax consulting services; Tax filing services; Management of tax files
  • Class 036 — Insurance and financial services: Investment management; Financial wealth management services; Financial services, namely, wealth management services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial trust administration; Financial trust planning; Estate trust planning; Estate trust management; Estate planning; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Tax payment processing services; Fiduciary tax payment processing services

Owner

Prosecution history

  • 03 Mar 2026 — ASSIGNED TO EXAMINER
  • 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 14 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 14 Oct 2025 — NEW APPLICATION ENTERED

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