PRECISION IN EVERY DECISION

Live / Allowed — Approved for publication (as of 27 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 14 Nov 2025 filing date already counts against anyone who files later.

Record

Serial number
99497175
Mark type
Stylized text
Filed
14 Nov 2025
Attorney of record
Michael E. Zall

Goods and services

  • Class 036 — Insurance and financial services: Investment consultancy; Investment advice; Financial planning; Financial consultation; Insurance underwriting consultation; Insurance consultation; Insurance brokerage services; 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; Estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement

Owner

Prosecution history

  • 27 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Mar 2026 — ASSIGNED TO EXAMINER
  • 14 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 14 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 14 Nov 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy