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Live / Applied — New application — not yet assigned to an examiner (as of 05 Mar 2026)

What this means for you

Not registered yet, but its 05 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
99684595
Mark type
Stylized text
Filed
05 Mar 2026
Attorney of record
David M. Kelly

Goods and services

  • Class 036 — Insurance and financial services: Investment of funds; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Estate planning; Financial trust planning; Financial trust administration; Providing financial information in the field of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management

Owner

Prior registrations

Prosecution history

  • 05 Mar 2026 — APPLICATION FILING RECEIPT MAILED
  • 05 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 05 Mar 2026 — NEW APPLICATION ENTERED

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