1

Live / Applied — Non-final action mailed (as of 23 Mar 2026)

What this means for you

Not registered yet, but its 04 Nov 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
99477967
Mark type
Design + words
Filed
04 Nov 2025
Attorney of record
Brian Bailey

Goods and services

  • Class 036 — Insurance and financial services: Investment advice in the fields of private equity financing, capital formation in connection with private equity financing, and capital pooling in connection with private equity financing; Investment consultation in the fields of private equity financing, capital formation in connection with private equity financing, and capital pooling in connection with private equity financing; Investment management in the fields of private equity financing, capital formation in connection with private equity financing, and capital pooling in connection with private equity financing; Investment of funds for others in the fields of private equity financing, capital formation in connection with private equity financing, and capital pooling in connection with private equity financing; Management of private equity funds; Private equity fund investment services; Private equity consultant services; Advice relating to investments; Capital investment consultancy; Capital investment consulting; Capital investment services; Equity capital investment; Financial services, namely, raising debt and equity capital for others; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment consultancy; Investment fund management services; Investment of funds; Investment of funds for others; Management of a capital investment fund; Providing information regarding financial investment strategies; Providing venture capital, development capital, private equity and investment funding

Owner

Prosecution history

  • 23 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 23 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 23 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 17 Mar 2026 — ASSIGNED TO EXAMINER
  • 12 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 12 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 04 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 04 Nov 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy