RENEWAL

Live / Applied — Non-final action mailed (as of 05 Mar 2026)

What this means for you

Not registered yet, but its 15 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
99445569
Mark type
Stylized text
Filed
15 Oct 2025
Attorney of record
Paul A. McLean

Goods and services

  • Class 016 — Paper goods and printed matter: (Based on 44(e))(Based on Intent to Use) Flash cards, playing cards (Based on Intent to Use) instructional booklets and worksheets in the field of wealth management and investment planning and management; kits comprising flash cards, playing cards, instructional booklets and worksheets for wealth management and investment planning and management
  • Class 035 — Advertising and business services: Philanthropic services, namely, promoting sponsorship of charities and organizations by others for the purpose of promoting and creating positive social change
  • Class 036 — Insurance and financial services: Philanthropic services concerning monetary donations, namely, making strategic donations and financial sponsorship of charities and organizations for the purpose of promoting and creating positive social change; charitable fundraising services; philanthropic services in the field of donating money; financial management; capital investment services; equity capital investment; private equity fund investment services; management of a capital investment fund; arranging of loans; credit, financing and loan services; venture capital services, namely, venture capital advisory services, venture capital financing, venture capital fund management; investment of funds for others
  • Class 041 — Education and entertainment services: Educational services, namely, arranging and conducting workshops and conferences in the field of financial management

Owner

Prior registrations

Prosecution history

  • 05 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 05 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 05 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 04 Mar 2026 — ASSIGNED TO EXAMINER
  • 15 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 15 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 15 Oct 2025 — NEW APPLICATION ENTERED

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