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PRIMARY FINANCIAL ADVISORS

99599436 | Trademark citeCite Docket

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Filed Jan. 16, 2026
Serial No. 99599436
Examining Attorney LAURA DAWN GOLDEN
Class Financial planning namely for individuals and families; Financial planning and investment advisory services namely for individuals and families; Financial planning consultation namely for individuals and families; Financial planning for retirement; Financial management in the field of individual plans, retirement plans, family wealth strategies, investment strategies, and tax and wealth building strategies; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services for individuals and families.; 100; 101; 102
PRIMARY FINANCIAL ADVISORS
Case Type Service mark
Status Applicant's response to a non-final Office action has been entered. The application is being returned to the examining attorney for further review. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 1 day, 9 hours ago
Filing Date # Docket Text
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