KOREN GROUP WEALTH MANAGEMENT & FINANCIAL SERVICES

Live / Applied — Non-final action mailed (as of 24 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
99478516
Mark type
Design + words
Filed
04 Nov 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial wealth management services; Financial securities brokerage services; Financial portfolio analysis services; Financial investment brokerage services; Financial advisory services; Financial retirement plan consulting services; Financial advice and consultancy services; Financial advisory and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, mortgage refinancing; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products

Owner

Prosecution history

  • 24 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 24 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 24 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 18 Mar 2026 — ASSIGNED TO EXAMINER
  • 17 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 17 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