Serial 99756070

Live / Allowed — Approved for publication (as of 10 Sept 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 10 Apr 2026 filing date already counts against anyone who files later.

Record

Serial number
99756070
Mark type
Design / logo
Filed
10 Apr 2026
Attorney of record
Ari W Lehman

Goods and services

  • Class 036 — Insurance and financial services: Financial asset management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment consultation; Investment advice; Funds investment; Investment brokerage; Investment management; Investment of funds; Financial investment brokerage; Investment advisory services; 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; Investment fund management services; Mutual funds and capital investment; Investment of funds for others; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Financial investment analysis and stock research; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Providing information regarding financial investment strategies; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products

Owner

Prosecution history

  • 10 Sept 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Aug 2026 — ASSIGNED TO EXAMINER
  • 17 Aug 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 17 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 10 Apr 2026 — APPLICATION FILING RECEIPT MAILED
  • 10 Apr 2026 — NEW APPLICATION ENTERED

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