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&ASSOCIATES

99481478 | Trademark citeCite Docket

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Filed Nov. 5, 2025
Serial No. 99481478
Examining Attorney CAROLINE WOOD
Class Financial planning; Financial planning consultation; Financial trust planning; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advisory services; Providing financial advisory services; Strategic corporate financial advisory services; Financial information and advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Insurance information; Insurance agencies; Insurance consultancy; Insurance consultation; Insurance brokerage; Insurance carrier services; Providing life insurance information; Estate planning; Estate trust planning; Providing information in the field of estate planning; 100; 101; 102
&ASSOCIATES
Case Type Service mark
Status A final Office action refusing registration has been sent (issued) because the applicant neither satisfied nor overcame all requirements and/or refusals previously raised. The applicant may respond by filing (1) a request for reconsideration; and/or (2) an appeal to the Trademark Trial and Appeal Board. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 5 days, 15 hours ago
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