THE BEAT

Live / Applied — New application — not yet assigned to an examiner (as of 16 Dec 2025)

What this means for you

Not registered yet, but its 16 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
99550518
Mark type
Stylized text
Filed
16 Dec 2025
Attorney of record
Dorothy R. Whitney

Goods and services

  • Class 016 — Paper goods and printed matter: Printed online publications namely, reports in the field of asset allocation strategy, bonds, equities, alternatives and global markets
  • Class 036 — Insurance and financial services: Financial services, namely, investment portfolio review and analysis; investment research and advisory and financial consulting analysis and planning services

Owner

Prosecution history

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

View this trademark record on Marksy