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99875147 | Trademark citeCite Docket

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Filed June 9, 2026
Serial No. 99875147
Class Financial advisory and consultancy services; Financial portfolio management; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial trust administration; Financial risk management consultation; Financial asset management; Estate planning; Financial planning and investment advisory services; Financial advice; Investment management; 100; 101; 102; 100; 101
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Case Type Service mark
Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.
Last Updated: 3 weeks, 2 days ago
Filing Date # Docket Text
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