THE LIST TO LIFE METHOD
Live / Applied — New application — not yet assigned to an examiner (as of 12 Feb 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
- 99650527
- Mark type
- Stylized text
- Filed
- 12 Feb 2026
- Attorney of record
- Trevor A. Caudle, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management
- Class 041 — Education and entertainment services: Life coaching services in the field of wealth management
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for use as a wealth management client portal; Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires
Owner
- Edward J. Bosch, Jr. and Associates, LLC, Crescent Springs, KY, US
Prosecution history
- 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 12 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 12 Feb 2026 — NEW APPLICATION ENTERED