&ASSOCIATES

Live / Applied — Response to non-final action entered (as of 26 Mar 2026)

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
99481478
Mark type
Stylized text
Filed
05 Nov 2025
Attorney of record
Michael E. Dockins

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Financial trust planning; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advisory services; Providing financial advisory services; Strategic corporate financial advisory services; Financial information and advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Insurance information; Insurance agencies; Insurance consultancy; Insurance consultation; Insurance brokerage; Insurance carrier services; Providing life insurance information; Estate planning; Estate trust planning; Providing information in the field of estate planning

Owner

Prosecution history

  • 26 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 18 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 18 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 09 Mar 2026 — ASSIGNED TO EXAMINER
  • 08 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 05 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 05 Nov 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy