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99596606 | Trademark citeCite Docket

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Filed Jan. 15, 2026
Serial No. 99596606
Examining Attorney BRENDAN K SMITH
Class Financial planning and investment advisory services; Financial portfolio management; Estate planning; Financial planning for retirement; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 100; 101; 102
ZOFINGEN
Case Type Service mark
Status Notice of Allowance (NOA) sent (issued) to the applicant. Applicant must file a Statement of Use or Extension Request within six months of the NOA issuance date.
Last Updated: 1 day, 2 hours ago
Filing Date # Docket Text
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