PROVIDING A FULL SPECTRUM OF FINANCIAL SERVICES
Live / Applied — New application — not yet assigned to an examiner (as of 07 Dec 2025)
What this means for you
Not registered yet, but its 07 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
- 99533975
- Mark type
- Stylized text
- Filed
- 07 Dec 2025
- Attorney of record
- Michael Lazzara
Goods and services
- Class 036 — Insurance and financial services: Financial advisory services in the fields of: advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, social security planning, 529 college savings plan and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, investment management, and property and trust management.
Owner
- Prism Financial Group, LLC, Wallingford, PA, US
Prosecution history
- 02 Apr 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 07 Dec 2025 — NEW APPLICATION ENTERED