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Live / Applied — Non-final action mailed (as of 13 Mar 2026)

What this means for you

Not registered yet, but its 17 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
99449183
Mark type
Design + words
Filed
17 Oct 2025
Attorney of record
Bryan J. Massey

Goods and services

  • Class 035 — Advertising and business services: Tax planning, personal tax services, corporate tax services, incorporation services
  • Class 036 — Insurance and financial services: Financial Planning services, mutual funds services, segregated fund sales, carrying on the sale of guaranteed interest option investments, carrying on the sale of guaranteed investment certificate investments, investment planning and portfolio management services, carrying on the business of brokerage of annuities, insurance sales, namely, life insurance services, disability insurance services, critical illness insurance services, long term care insurance services, estate planning services, mortgage services, investment loan services, and debt financing services; general insurance services, home insurance services, auto insurance services, commercial insurance services; carrying on the business of the use of a software based service to provide clients with investment advice and financial planning services, securities sales services, sales of securities that do not require a prospectus on issue, and venture capital services; Registered investment advisor services
  • Class 045 — Legal and security services: Wills and personal directive services; power of attorney services; executor and executrix services; will and probate services; trustee services

Owner

Prosecution history

  • 13 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 13 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 13 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 09 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 09 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 09 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 05 Mar 2026 — ASSIGNED TO EXAMINER
  • 03 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 03 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 17 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 17 Oct 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy