PEAKSTONE FINANCIAL ADVISORS
Live / Applied — New application — assigned to an examiner (as of 14 Mar 2026)
What this means for you
Not registered yet, but its 30 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
- 99470878
- Mark type
- Stylized text
- Filed
- 30 Oct 2025
- Attorney of record
- Nicole B. Rackiewicz
Goods and services
- Class 035 — Advertising and business services: Tax consultation; Tax assessment; Tax preparation; Income tax consultation; Tax planning
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning for retirement; Estate planning; Financial asset management; Financial management in the field of investment portfolios; Financial wealth management services
Owner
- Plotkin Financial Advisors, LLC, Chevy Chase, MD, US
Prosecution history
- 14 Mar 2026 — ASSIGNED TO EXAMINER
- 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 30 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 30 Oct 2025 — NEW APPLICATION ENTERED