THE POWER OF THE PURSE
Live / Applied — New application — not yet assigned to an examiner (as of 27 Feb 2026)
What this means for you
Not registered yet, but its 27 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
- 99673946
- Mark type
- Stylized text
- Filed
- 27 Feb 2026
- Attorney of record
- Richard Stuart Vermut
Goods and services
- Class 036 — Insurance and financial services: Financial planning consultation; Financial retirement plan consulting services; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of wealth management; Financial wealth management services; Financial services, namely, wealth management services; Wealth transfer planning
- Class 041 — Education and entertainment services: Arranging and conducting of seminars in the field of wealth management and financial planning
Owner
- InVestra Financial Services Incorporated, Jacksonville, FL, US
Prosecution history
- 27 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 27 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 27 Feb 2026 — NEW APPLICATION ENTERED