GENERATION CAPITAL ADVISORS

Live / Allowed — Approved for publication (as of 02 Apr 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
99485529
Mark type
Design + words
Filed
07 Nov 2025
Attorney of record
Karen K. Won

Goods and services

  • Class 035 — Advertising and business services: Business planning services; Business advisory services, namely, advising on structuring and optimizing business strategies, employee compensation, business succession planning, advisory board formation, debt management, lending and financing, and risk management
  • Class 036 — Insurance and financial services: Financial wealth management services; Financial planning services; Financial advisory services in the field of employee compensation, family wealth transfer, tax, asset preservation, charitable giving, lending and financing; Financial planning services for retirement; Financial management and consulting services for nonprofits and endowments; Investment management and advisory services; Brokerage advisory and financial planning services for insurance; Providing financial information, namely, analysis, opinions, and advice on financial empowerment, wealth management strategies, and the ever-evolving financial landscape
  • Class 045 — Legal and security services: Personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs

Owner

Prosecution history

  • 02 Apr 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 01 Apr 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 31 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 31 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 20 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 20 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 20 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 20 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 20 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 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

View this trademark record on Marksy