TO BUILD LIFE-LONG RELATIONSHIPS THAT HELP NORTH CAROLINIANS THRIVE

Live / Applied — Non-final action mailed (as of 13 Jun 2026)

What this means for you

Not registered yet, but its 12 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
99649836
Mark type
Stylized text
Filed
12 Feb 2026
Attorney of record
SHANE RILEY

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial advisory services; Financial services, namely, wealth management services; Credit union services

Owner

Prosecution history

  • 29 Jul 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 13 Jun 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 13 Jun 2026 — NON-FINAL ACTION E-MAILED
  • 13 Jun 2026 — NON-FINAL ACTION WRITTEN
  • 12 Jun 2026 — ASSIGNED TO EXAMINER
  • 11 Jun 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 12 Feb 2026 — APPLICATION FILING RECEIPT MAILED
  • 12 Feb 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy