NINO

Live / Applied — New application — not yet assigned to an examiner (as of 29 Jun 2026)

What this means for you

Not registered yet, but its 29 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
99911793
Mark type
Word mark
Filed
29 Jun 2026
Attorney of record
Kristin S. Cornuelle

Goods and services

  • Class 036 — Insurance and financial services: Personal financial planning services; Tax planning services; Personal financial advisory and consultancy services, namely, creating personalized strategies for achieving financial goals in the fields of tax optimization, wealth building, investment planning, equity compensation management, retirement planning, real estate, and charitable giving; Wealth management services; Investment advisory services; Retirement planning services; Estate and legacy financial planning services; Providing information in the field of personal finance via a website

Owner

Prosecution history

  • 29 Jun 2026 — APPLICATION FILING RECEIPT MAILED
  • 29 Jun 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy