#PLANFORMORE
Live / Applied — New application — not yet assigned to an examiner (as of 11 Jan 2026)
What this means for you
Not registered yet, but its 11 Jan 2026 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
- 99588449
- Mark type
- Stylized text
- Filed
- 11 Jan 2026
- Attorney of record
- Sherry Hamburg Flax
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust services, namely, investment and trust company services; Stock brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as retirement, college savings, transfer of wealth, and other investor/consumer personal goals
Owner
- Janney Montgomery Scott LLC, Philadelphia, PA, US
Prosecution history
- 11 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 11 Jan 2026 — NEW APPLICATION ENTERED