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Live / Applied — New application — not yet assigned to an examiner (as of 02 Jun 2026)

What this means for you

Not registered yet, but its 02 Jun 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
99860885
Mark type
Stylized text
Filed
02 Jun 2026
Attorney of record
Kayla Jane Gallagher

Goods and services

  • Class 036 — Insurance and financial services: Financial planning, namely, investment advisory, retirement planning, tax planning strategies, estate planning, insurance planning, business succession planning, and creating personalized strategies for achieving financial independence; Financial planning and investment advisory services; Financial wealth management services

Owner

Prosecution history

  • 03 Jun 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 02 Jun 2026 — APPLICATION FILING RECEIPT MAILED
  • 02 Jun 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy