FOCUSED ON YOU, YOUR FAMILY, YOUR WEALTH, YOUR LEGACY

Live / Allowed — Approved for publication (as of 30 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Nov 2025 filing date already counts against anyone who files later.

Record

Serial number
99520447
Mark type
Stylized text
Filed
28 Nov 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial consultancy; Investment management; Investment advisory services; Financial wealth management services; Financial services, namely, wealth management services; Providing information and research in the field of finance and financial investments; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services

Owner

Prosecution history

  • 30 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 30 Mar 2026 — ASSIGNED TO EXAMINER
  • 03 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 28 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 28 Nov 2025 — NEW APPLICATION ENTERED

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