INVESTED IN YOUR PROSPERITY

Live / Applied — New application — assigned to an examiner (as of 30 Mar 2026)

What this means for you

Not registered yet, but its 25 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
99515611
Mark type
Stylized text
Filed
25 Nov 2025
Attorney of record
ERIC R. WALTMIRE

Goods and services

  • Class 036 — Insurance and financial services: Financial wealth management services; Financial planning; Investment advisory services; Insurance consultancy; Providing financial information; Providing information in the field of wealth management; Providing insurance information; Financial planning for retirement; Insurance brokerage services

Owner

Prosecution history

  • 30 Mar 2026 — ASSIGNED TO EXAMINER
  • 25 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 25 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 25 Nov 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy