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NINO

99911793 | Trademark

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Filed June 29, 2026

Serial No. 99911793

Class Personal financial planning services; Tax planning services; Personal financial advisory and consultancy services, namely, creating personalized strategies for achieving financial goals in the fields of tax optimization, wealth building, investment planning, equity compensation management, retirement planning, real estate, and charitable giving; Wealth management services; Investment advisory services; Retirement planning services; Estate and legacy financial planning services; Providing information in the field of personal finance via a website; 100; 101; 102

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: 1 day, 9 hours ago

Filing Date	#	Docket Text
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NINO

99911793 | Trademark

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