BUSINESS WITH PURPOSE

Live / Applied — New application — not yet assigned to an examiner (as of 18 Dec 2025)

What this means for you

Not registered yet, but its 18 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
99554535
Mark type
Stylized text
Filed
18 Dec 2025
Attorney of record
Amanda H. Wilcox

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Financial advice; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning consultation; Financial planning for retirement; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage services; Insurance consultation; Investment advisory services; Financial wealth management services

Owner

Prosecution history

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

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