RIA SUCCESSION ALPHA
Live / Applied — New application — not yet assigned to an examiner (as of 02 Feb 2026)
What this means for you
Not registered yet, but its 02 Feb 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
- 99628463
- Mark type
- Stylized text
- Filed
- 02 Feb 2026
- Attorney of record
- Daina J. Nathanson
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable electronic books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable educational publications, namely, printable workbooks in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms
- Class 016 — Paper goods and printed matter: Printed books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed educational materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed workbooks directed to providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms
- Class 035 — Advertising and business services: Business consultation; Business development consulting services; Business management consultancy services; Business transformation consulting services; Business consultation in the field of business development, business growth, building business value, business management, and business succession planning for individual independent wealth managers and independent wealth management firms
- Class 041 — Education and entertainment services: Providing online non-downloadable educational podcasts in the field of business succession planning for individual independent wealth managers and independent wealth management firms; Providing a website featuring blogs and non-downloadable publications in the nature of videos and blogs in the field(s) of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Educational services, namely, providing information and instruction in the fields of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Providing online non-downloadable videos in the field of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms
Owner
- Grandview and Co LLC, Falmouth, ME, US
Prosecution history
- 02 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 02 Feb 2026 — NEW APPLICATION ENTERED