STRUCTURE UNDERWRITING CORE TEAM CAPITAL STACK EXIT STRATEGY EXECUTION DUE DILIGENCE

Live / Applied — New application — not yet assigned to an examiner (as of 12 Mar 2026)

What this means for you

Not registered yet, but its 12 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
99699384
Mark type
Stylized text
Filed
12 Mar 2026
Attorney of record
Leopold Lueddemann

Goods and services

  • Class 036 — Insurance and financial services: Financial investment in the field of real estate; Real estate investment services; Investment management in the fields of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of a capital investment fund; Investment management; Investment fund management services; Private equity fund investment services; Private equity consultant services; Management of private equity funds; Equity capital investment; Capital investment consulting; Providing venture capital, development capital, private equity and investment funding; Capital investment consultancy; Capital investment; Capital investment services; Investment advice in the fields of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Investment consultation in the fields of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
  • Class 041 — Education and entertainment services: Education services, namely, providing non-downloadable webinars in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Educational services, namely, providing online instruction in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Providing continuing business education courses; Education services, namely, providing on-line recordings and webinars and podcasts in the field of in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Production and distribution of videos in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, and retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the fields of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies; Educational services, namely, conducting recordings, webinars, podcasts , classes and seminars in the field of real estate investment and real estate investment strategies, capital investment and capital investment strategies, capital stack analysis, financial portfolio strategies, retirement oriented investment planning, and and private equity investment management in the fields of business mergers and acquisitions and private equity investment strategies

Owner

Prosecution history

  • 12 Mar 2026 — APPLICATION FILING RECEIPT MAILED
  • 12 Mar 2026 — NEW APPLICATION ENTERED

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