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50097855 | Trademark

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Filed Sept. 9, 2026

Serial No. 50097855

Class Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial trust planning; Estate planning; Investment fund management services; Investment consultation; Investment advisory services; Fiduciary services, namely, fiduciary representative services; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 100; 101; 102

Case Type Service mark

Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.

Last Updated: 7 hours ago

Filing Date	#	Docket Text
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