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Live / Allowed — Publication / registration review complete (as of 09 Sept 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 17 Apr 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99770812
- Mark type
- Design + words
- Filed
- 17 Apr 2026
- Published for opposition
- 29 Sept 2026
- Attorney of record
- Mary Grace Gallagher
Goods and services
- Class 035 — Advertising and business services: Tax advisory services; Tax consulting services; Tax planning; business administration services for others
- Class 036 — Insurance and financial services: Financial wealth management services; financial risk management; insurance consultation services; insurance brokerage; investment advisory services; estate planning; financial administration of retirement plans; financial planning for retirement; financial retirement plan consulting services
- Class 045 — Legal and security services: regulatory compliance consulting in the field of retirement plan administration
Owner
- Modern Wealth Holdings, LLC, Laguna Beach, CA, US
Prosecution history
- 02 Sept 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 31 Aug 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 31 Aug 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 25 Aug 2026 — ASSIGNED TO EXAMINER
- 21 Aug 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 21 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 17 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 17 Apr 2026 — NEW APPLICATION ENTERED