GOALS-BASED DYNASTIC WEALTH PLANNING
Live / Applied — New application — not yet assigned to an examiner (as of 10 Mar 2026)
What this means for you
Not registered yet, but its 10 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
- 99692806
- Mark type
- Stylized text
- Filed
- 10 Mar 2026
- Attorney of record
- Kaitlin D. Corey
Goods and services
- Class 036 — Insurance and financial services: Investment advisory services; Management of a capital investment fund; Venture capital advisory services; Venture capital fund management; Providing venture capital, development capital, private equity and investment funding; Venture capital funding services to emerging and start-up companies; Capital investment services; Equity capital investment; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Venture capital financing; Brokerage services for capital investments
Owner
- Knollwood Investment Advisory, LLC, Hunt Valley, MD, US
Prosecution history
- 10 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 10 Mar 2026 — NEW APPLICATION ENTERED