| Serial Number | 99425311 |
| Word Mark | E |
| Filing Date | Thursday, October 2, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, March 3, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, March 24, 2026 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | EVERGREEN |
| Description of Mark | The mark consists of a stylized letter "E" against a shaded square. |
| Goods and Services | Downloadable software for financial and banking clients to view portfolios and account information, monitor performance, access banking and investment features, and communicate with fiduciary advisors; Downloadable computer communications software to allow customers to access bank and investment accounts information and transact bank business |
| Goods and Services | Educational services, namely, providing printed and digital educational materials in the nature of blog articles and written content in the fields of investing, financial planning, banking, and portfolio management |
| Goods and Services | Investment advisory services and financial planning; Financial portfolio management; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial management in the field of investment portfolios, namely, coordination, across a portfolio of accounts, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, especially for public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement and brokerage accounts using a bank account; Providing a website featuring information in the field of investment advisory services, financial advice, and tax optimization; Investment advisory services, financial advice, and tax optimization services provided via downloadable mobile applications and a website; On-line cash account services |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 2, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, November 21, 2024 |
| First Use In Commerce Date | Thursday, November 21, 2024 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 2, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 21, 2024 |
| First Use In Commerce Date | Thursday, November 21, 2024 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 2, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, November 21, 2024 |
| First Use In Commerce Date | Thursday, November 21, 2024 |
| Party Name | EVERGREEN WEALTH CORPORATION |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Miami, FL 33139 US |
| Event Date | Event Description |
| Thursday, October 2, 2025 | NEW APPLICATION ENTERED |
| Thursday, October 2, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, February 20, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 23, 2026 | ASSIGNED TO EXAMINER |
| Thursday, February 26, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, February 26, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 26, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 26, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, February 26, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |