CRYSTALIZE FINANCIAL
Live / Applied — New application — assigned to an examiner (as of 23 Mar 2026)
What this means for you
Not registered yet, but its 13 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
- 99495974
- Mark type
- Stylized text
- Filed
- 13 Nov 2025
- Attorney of record
- Michael E. Zall
Goods and services
- Class 036 — Insurance and financial services: Investment consultation; Investment advice; Financial consultancy; Financial planning; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning; Insurance underwriting consultation; Insurance brokerage; Investment management; Investment management in the fields of bonds, securities, retirement, private and public equity; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Owner
- SOFIA DUMANSKY, Windsor, CT, US
Prosecution history
- 23 Mar 2026 — ASSIGNED TO EXAMINER
- 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 13 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 13 Nov 2025 — NEW APPLICATION ENTERED