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Live / Applied — Examiner's amendment mailed (as of 09 Sept 2026)

What this means for you

Not registered yet, but its 05 May 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
99804590
Mark type
Design + words
Filed
05 May 2026
Attorney of record
Charlene Minx

Goods and services

  • Class 036 — Insurance and financial services: Family office services, namely, financial management, financial planning, investment advisory, investment management, wealth management, and financial trust administration services for high net worth individuals and families; philanthropic financial advisory services; financial risk management; consultation in art as an investment; financing services; financial consulting and advising in the field of mergers and acquisitions; family office services in the nature of providing information in the field of estate planning; family office services, namely, estate planning services; family office services, namely, philanthropic services concerning the coordination of philanthropic giving

Owner

Prosecution history

  • 09 Sept 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 09 Sept 2026 — EXAMINER'S AMENDMENT ENTERED
  • 09 Sept 2026 — EXAMINERS AMENDMENT E-MAILED
  • 09 Sept 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 08 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 08 Sept 2026 — NON-FINAL ACTION E-MAILED
  • 08 Sept 2026 — NON-FINAL ACTION WRITTEN
  • 08 Sept 2026 — ASSIGNED TO EXAMINER
  • 06 Sept 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 06 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 05 May 2026 — APPLICATION FILING RECEIPT MAILED
  • 05 May 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy