NEWMAP | NEW MODEL ALLOCATION PORTFOLIO
Live / Applied — New application — not yet assigned to an examiner (as of 05 Dec 2025)
What this means for you
Not registered yet, but its 05 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
- 99532259
- Mark type
- Stylized text
- Filed
- 05 Dec 2025
- Attorney of record
- Jianmin Zhou
Goods and services
- Class 041 — Education and entertainment services: Providing online non-downloadable videos in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment; Educational services, namely, conducting training courses in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment and distribution of educational materials in connection therewith; Education services, namely, providing non-downloadable webinars in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial planning, retirement planning, and asset-allocation analysis; Providing a website featuring on-line non-downloadable software that enables users to input financial information, evaluate risk tolerance, categorize assets, generate personalized financial allocation models, and create customized financial or retirement-planning reports; Providing temporary use of on-line non-downloadable software for financial advisors and financial institutions to review user data, monitor user progress, track potential assets under management, assign users to advisors, and manage advisor-client interactions; Providing temporary use of non-downloadable cloud-based software for financial education, investment allocation modeling, advisor workflow management, and client engagement
Owner
- National Association of Certified Financial Fiduciaries, Marvin, NC, US
Prosecution history
- 05 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 05 Dec 2025 — NEW APPLICATION ENTERED