PATHWAY TO PURPOSE

Live / Allowed — Publication / registration review complete (as of 30 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 03 Nov 2025 filing date already counts against anyone who files later.

Record

Serial number
99476218
Mark type
Stylized text
Filed
03 Nov 2025
Published for opposition
21 Apr 2026
Attorney of record
ILONA D. ANDERSON

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consulting; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment management; Financial advisory services; Providing information in the field of wealth management; Financial wealth management services

Owner

Prosecution history

  • 23 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 17 Mar 2026 — ASSIGNED TO EXAMINER
  • 03 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 03 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 03 Nov 2025 — NEW APPLICATION ENTERED

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