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GOALS-BASED DYNASTIC WEALTH PLANNING

99692806 | Trademark

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Filed March 10, 2026
Serial No. 99692806
Examining Attorney null
Class Investment advisory services; Management of a capital investment fund; Venture capital advisory services; Venture capital fund management; Providing venture capital, development capital, private equity and investment funding; Venture capital funding services to emerging and start-up companies; Capital investment services; Equity capital investment; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Venture capital financing; Brokerage services for capital investments; 100; 101; 102
GOALS-BASED DYNASTIC WEALTH PLANNING
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 1 week, 4 days ago
Filing Date # Docket Text