CUSTOM WEALTH SOLUTIONS

Live / Applied — New application — not yet assigned to an examiner (as of 03 Dec 2025)

What this means for you

Not registered yet, but its 03 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
99526802
Mark type
Stylized text
Filed
03 Dec 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial asset management; Financial portfolio analysis services; Financial planning for retirement; Financial wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 03 Dec 2025 — APPLICATION FILING RECEIPT MAILED
  • 03 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 03 Dec 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy