PRIVATE EDGE
Live / Applied — New application — not yet assigned to an examiner (as of 27 Jan 2026)
What this means for you
Not registered yet, but its 27 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
- 99617496
- Mark type
- Stylized text
- Filed
- 27 Jan 2026
- Attorney of record
- Sarah J. Schneider
Goods and services
- Class 035 — Advertising and business services: Tax planning; Tax preparation; Tax advisory services; Tax filing services
- Class 036 — Insurance and financial services: Estate planning; Estate trust planning; Financial advice relating to income tax; Providing information in the field of wealth management for high net worth individuals and small business owners; Financial wealth management services; Investment of funds for others in the fields of private and public equity, bonds and retirement; Investment advice in the fields of private and public equity, securities, bonds and retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund management for private clients; 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; Financial advisory and consultancy services, namely, creating personalized investment strategies for managing wealth
Owner
- Private Edge LLC, Denver, CO, US
Prosecution history
- 27 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 27 Jan 2026 — NEW APPLICATION ENTERED