BASIS
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
- 99478652
- Mark type
- Stylized text
- Filed
- 04 Nov 2025
- Attorney of record
- Sherry Metzger
Goods and services
- Class 036 — Insurance and financial services: Investment management; Financial risk management; Financial planning; Financial advisory services; Providing working capital financing to small businesses and small business owners; Providing financial information and analysis; Financial consultancy; Debt advisory services
- Class 042 — Scientific and technological services: Providing a website featuring on-line non-downloadable software that enables users to manage financial portfolios, structure derivatives, manage portfolio-backed lending, and conduct wealth planning.
Owner
- Brendan Ganji, Prescott, AZ, US
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
- 17 Mar 2026 — ASSIGNED TO EXAMINER
- 04 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 04 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 Nov 2025 — NEW APPLICATION ENTERED