KCA WEALTH MANAGEMENT
Live / Applied — New application — not yet assigned to an examiner (as of 03 Mar 2026)
What this means for you
Not registered yet, but its 03 Mar 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
- 99680512
- Mark type
- Stylized text
- Filed
- 03 Mar 2026
- Attorney of record
- John P. Newell
Goods and services
- Class 035 — Advertising and business services: Business management consulting; Business strategic planning services; Business succession planning; Business advisory services; Business risk management consultation; Business advisory services in the field of exit option evaluation, pre-sale preparation, business optimization prior to sale, post-transaction financial transition planning, liquidity event planning; Business acquisition and merger consultation; Providing business continuity consulting; Tax planning
- Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial planning; Financial wealth management services; Financial asset management in the field of retirement savings plans and income, real estate, trusts and estates; Investment consultation; Financial retirement plan consulting services; Annuity brokerage services; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial risk management consultation; Insurance agency and brokerage; Estate planning; Real estate investment consultancy; Real estate investment trust advisory services
Owner
- KCA Wealth Management LLC, Camp Hill, PA, US
Prosecution history
- 03 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 03 Mar 2026 — NEW APPLICATION ENTERED