WE FINANCIAL IMPACT
Live / Applied — New application — assigned to an examiner (as of 13 Sept 2026)
What this means for you
Not registered yet, but its 12 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
- 99818997
- Mark type
- Stylized text
- Filed
- 12 May 2026
- Attorney of record
- Trevor A. Caudle, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Providing information in the field of financial planning for nonprofit, low income people, and pro bono work; Investment consultancy; Investment management; Providing information regarding financial investment strategies for nonprofit, low income people, and pro bono work; Financial planning and investment advisory services; Financial advice relating to tax; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of wealth management for nonprofit, low income people, and pro bono work
Owner
- We Financial Group LLC, San Francisco, CA, US
Prosecution history
- 13 Sept 2026 — ASSIGNED TO EXAMINER
- 11 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 14 May 2026 — APPLICATION FILING RECEIPT MAILED
- 12 May 2026 — NEW APPLICATION ENTERED