PLANPILOT

Live / Applied — New application — not yet assigned to an examiner (as of 08 Dec 2025)

What this means for you

Not registered yet, but its 08 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
99535433
Mark type
Stylized text
Filed
08 Dec 2025
Attorney of record
Adam K Sacharoff

Goods and services

  • Class 035 — Advertising and business services: Business consulting services; Business consulting services in the field of investment oversight in foundations and endowments; Business consulting services in the field of managing and selecting chief investment officers for foundations and endowments; Business risk management consultation
  • Class 036 — Insurance and financial services: Financial retirement plan consulting services; Financial planning for retirement; Financial administration of retirement plans; Financial planning consultation; Financial risk management consultation

Owner

Prosecution history

  • 13 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 08 Dec 2025 — APPLICATION FILING RECEIPT MAILED
  • 08 Dec 2025 — NEW APPLICATION ENTERED

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