FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. Trademark
Trademark Overview
On Monday, January 12, 2026, a trademark application was filed for FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. trademark a serial number of 99589759. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, January 12, 2026. The FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. trademark is filed in the Insurance & Financial Services category with the following description:
Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 99589759 |
| Word Mark | FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS. |
| Filing Date | Monday, January 12, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, January 12, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
Classification Information
| 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 | Monday, January 12, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Las Vegas, NV 89138 |
Trademark Events
| Event Date | Event Description |
| Monday, January 12, 2026 | NEW APPLICATION ENTERED |
| Monday, January 12, 2026 | APPLICATION FILING RECEIPT MAILED |
