II
Live / Applied — New application — not yet assigned to an examiner (as of 09 Feb 2026)
What this means for you
Not registered yet, but its 09 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
- 99642795
- Mark type
- Stylized text
- Filed
- 09 Feb 2026
- Attorney of record
- robert B kleinman
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management 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 services in the nature of an investment security; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Owner
- Invest Intelligently LLC, Austin, TX, US
Prosecution history
- 09 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 09 Feb 2026 — NEW APPLICATION ENTERED