KOREN WEALTH MANAGEMENT

What this means for you

Not registered yet, but its 05 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

99479933

Mark type

Stylized text

Filed

05 Nov 2025

Goods and services

• Class 036 — Insurance and financial services: Charitable foundation services, namely, providing financial assistance for programs and services of others; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment brokerage services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, conducting a securities and derivatives exchange; Financial securities exchange services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, FINANCIAL ADVISORY AND CONSULTANCY SERVICES; Financial services, namely, mortgage refinancing; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial analysis and research services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial services, namely, life insurance settlement services; Financial risk assessment services; Financial consultancy services; Information, advisory, consultancy and financial research services relating to finance and investments; Family office services in the nature of financial wealth management services; Financial wealth management services; Electronic financial trading services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; 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; Financial advisory services; Providing financial research services

Owner

• Davyd Fytsyk Kravets, Brighton, VT, 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
• 18 Mar 2026 — ASSIGNED TO EXAMINER
• 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 05 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 05 Nov 2025 — NEW APPLICATION ENTERED