ZOFINGEN
Live / Applied — New application — not yet assigned to an examiner (as of 15 Jan 2026)
What this means for you
Not registered yet, but its 15 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
- 99596606
- Mark type
- Stylized text
- Filed
- 15 Jan 2026
- Attorney of record
- Jason T. Daniel
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial portfolio management; Estate planning; Financial planning for retirement; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Owner
- Perigon Investment Holdings, LLC, Cheyenne, WY, US
Prosecution history
- 15 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 15 Jan 2026 — NEW APPLICATION ENTERED