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99633638 | Trademark citeCite Docket

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Filed Feb. 4, 2026
Serial No. 99633638
Examining Attorney ALEXIS A DAVIS
Class Financial consultancy services; financial services, namely, wealth management services; financial services in the nature of an investment security; insurance and financial information and consultancy services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, alternative investments, hedge funds, private equity, private placement, variable life insurance products, variable annuities and qualified college saving plans; financial planning and investment advisory services in the nature of registered investment advisor services; 100; 101; 102
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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 day, 16 hours ago
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