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99833212 | Trademark

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Filed May 19, 2026
Serial No. 99833212
Examining Attorney null
Class Wealth management services; wealth management; financial planning for retirement; investment advisory services; investment management services; advisory services in the field of tax planning; provision of advice on insurance; financial planning and financial management services; financial planning services for physicians; estate planning services; providing information in the field of wealth management, investment management, tax planning, insurance, financial planning, and estate planning; 100; 101; 102
RFL
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: 2 days, 9 hours ago
Filing Date # Docket Text