Serial 99485040
Live / Allowed — Publication / registration review complete (as of 25 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 07 Nov 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99485040
- Mark type
- Design / logo
- Filed
- 07 Nov 2025
- Published for opposition
- 14 Apr 2026
- Attorney of record
- Michael Lazzara
Goods and services
- Class 036 — Insurance and financial services: Financial advisory services in the fields of: advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, social security planning, 529 college savings plan and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, investment management, and property and trust management
Owner
- Kaufer Financial LLC, Wallingford, PA, US
Prosecution history
- 19 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 19 Mar 2026 — ASSIGNED TO EXAMINER
- 15 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 15 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 07 Nov 2025 — NEW APPLICATION ENTERED