TRI CERTIFIED
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
- 99685278
- Mark type
- Stylized text
- Filed
- 05 Mar 2026
- Attorney of record
- Kenneth Avila
Goods and services
- Goods and services: Providing services in the fields of finance and financial planning towards maximizing retirement income from a variety of sources, such as retirement accounts, annuities, and pensions, while minimizing tax liabilities.
Owner
- KC Independent Insurance Solutions, LLC, San Jose, CA, US
Prosecution history
- 05 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 05 Mar 2026 — NEW APPLICATION ENTERED