CMT

Live / Applied — New application — not yet assigned to an examiner (as of 13 Mar 2026)

What this means for you

Not registered yet, but its 13 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
99701188
Mark type
Design + words
Filed
13 Mar 2026
Attorney of record
Ashlyn Rose Earl Hauber

Goods and services

  • Class 036 — Insurance and financial services: Investment management; Financial wealth management services; Financial planning for retirement; Broker-dealer financial services in the field of investment and insurance products for individuals and families, excluding hedge fund services.; Financial asset management in the field of customized insurance and investment plans to assist clients in meeting individual financial goals, excluding hedge fund services.; Providing information in the field of wealth management for individuals, families and business professionals, excluding hedge fund services.; Providing financial consultation services to clients regarding financial planning, including but not limited to, life insurance strategies, education planning and funding, disability planning, estate planning, and business planning. Services exclude hedge fund services.

Owner

Prosecution history

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

View this trademark record on Marksy