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Live / Applied — New application — not yet assigned to an examiner (as of 20 Mar 2026)
What this means for you
Not registered yet, but its 20 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
- 99714561
- Mark type
- Design + words
- Filed
- 20 Mar 2026
- Attorney of record
- Dyan House
Goods and services
- Class 036 — Insurance and financial services: Investment advisory services; investment management services; fund investment and fund investment consultation; investment advice; asset allocation; investment consultation and management; investment of funds for others; mutual fund investment; administration of employee pension plans; trust services, namely, investment and trust company services; custody; fiduciary representatives; capital investment consultation; commodity investment advice; financial services in the nature of an investment security; financial services, namely, investment fund transfer and transaction services; mutual fund management; exchange traded fund management; private fund management; private fund distribution and placement services; investment fund sales and distribution
Owner
- Westwood Holdings Group, Inc., Dallas, TX, US
Prosecution history
- 20 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 20 Mar 2026 — NEW APPLICATION ENTERED