STRATEGIC STEWARDSHIP

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
99556029
Mark type
Stylized text
Filed
18 Dec 2025
Attorney of record
Elizabeth G. Borland

Goods and services

  • Class 036 — Insurance and financial services: Financial and consulting services, namely advice to individuals regarding gifts to institutions and charitable organizations, including life insurance policies; goal-focused financial planning services, namely, analysis of current financial position; long-term financial planning services, namely, retirement planning, long-term care planning, charitable gifting strategies and planning, education planning, investment planning and management, risk mitigation management and insurance consulting, tax planning, and estate planning; small business financial planning services, namely, consulting and counseling in the fields of business structure, employee benefits, and succession planning

Owner

Prior registrations

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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