THE FINANCIAL IMPACT

Live / Applied — New application — assigned to an examiner (as of 20 Aug 2026)

What this means for you

Not registered yet, but its 13 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
99760674
Mark type
Design + words
Filed
13 Apr 2026
Attorney of record
TIFFANY DAWN WALKER SHIMADA

Goods and services

  • Class 036 — Insurance and financial services: Financial wealth management services; Providing information in the field of wealth management; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial asset management; Financial portfolio management; Financial risk management consultation

Owner

Prosecution history

  • 20 Aug 2026 — ASSIGNED TO EXAMINER
  • 19 Aug 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 19 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 13 Apr 2026 — APPLICATION FILING RECEIPT MAILED
  • 13 Apr 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy