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50131466 | Trademark

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Filed Sept. 27, 2026
Serial No. 50131466
Examining Attorney null
Class Financial planning, namely, creating personalized strategies for business owners in connection with the sale of a business, developing personal financial forecasts, tax planning, and financial planning consultation in the field of trusts and estates; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Providing information in the field of wealth management; Financial consulting; Private equity consultant services; Real estate investment consultancy; Financial advice relating to income tax; Investment advisory services; Financial planning and investment advisory services; Family office services in the nature of investment advisory services; Financial planning; 100; 101; 102
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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: 23 hours ago
Filing Date # Docket Text