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Live / Applied — New application — not yet assigned to an examiner (as of 29 Dec 2025)

What this means for you

Not registered yet, but its 29 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
99568777
Mark type
Design + words
Filed
29 Dec 2025
Attorney of record
Andrea M. Porterfield

Goods and services

  • Class 036 — Insurance and financial services: Registered investment advisor (RIA) services in the nature of providing financial portfolio management, financial planning, and investment management; Financial consulting services, namely registered investment advisor services in the nature of providing financial portfolio management, financial planning, and investment management; Registered investment securities services in the nature of providing financial portfolio management, financial planning, and investment management; Registered financial holding company services in the nature of providing financial portfolio management, financial planning, and investment management for others

Owner

Prosecution history

  • 29 Dec 2025 — APPLICATION FILING RECEIPT MAILED
  • 29 Dec 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy