EDGESTONE PRIVATE WEALTH

Live / Applied — Non-final action mailed (as of 10 Sept 2026)

What this means for you

Not registered yet, but its 09 Apr 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
99753965
Mark type
Stylized text
Filed
09 Apr 2026
Attorney of record
Ari W Lehman

Goods and services

  • Class 036 — Insurance and financial services: Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advice; Investment consultation; Funds investment; Investment consultancy; Investment brokerage; Investment management; Investment of funds; Capital investment; Financial investment brokerage; Mutual fund investment; Fund investment consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial investment brokerage services; Public equity investment management; Investment risk assessment services; Pension fund investment management; Private equity fund investment services; Family office investment advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for life insurance products

Owner

Prosecution history

  • 10 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Sept 2026 — NON-FINAL ACTION E-MAILED
  • 10 Sept 2026 — NON-FINAL ACTION WRITTEN
  • 18 Aug 2026 — ASSIGNED TO EXAMINER
  • 30 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 09 Apr 2026 — APPLICATION FILING RECEIPT MAILED
  • 09 Apr 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy