EVOLVE PRIVATE WEALTH

Live / Applied — New application — assigned to an examiner (as of 02 Apr 2026)

What this means for you

Not registered yet, but its 01 Dec 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
99522903
Mark type
Stylized text
Filed
01 Dec 2025
Attorney of record
Joseph Mark Ferraro

Goods and services

  • Class 035 — Advertising and business services: Tax planning
  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Investment advisory services; Financial planning and investment advisory services; Estate planning; Financial planning for retirement

Owner

Prosecution history

  • 02 Apr 2026 — ASSIGNED TO EXAMINER
  • 06 Feb 2026 — AMENDMENT TO USE PROCESSING COMPLETE
  • 06 Feb 2026 — USE AMENDMENT FILED
  • 06 Feb 2026 — TEAS AMENDMENT OF USE RECEIVED
  • 01 Dec 2025 — APPLICATION FILING RECEIPT MAILED
  • 01 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 01 Dec 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy