FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.
Live / Applied — New application — not yet assigned to an examiner (as of 12 Jan 2026)
What this means for you
Not registered yet, but its 12 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
- 99589759
- Mark type
- Stylized text
- Filed
- 12 Jan 2026
Goods and services
- Class 036 — Insurance and financial services: Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Owner
- Khai C Le, Las Vegas, NV, US
Prosecution history
- 12 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 12 Jan 2026 — NEW APPLICATION ENTERED