GOALS-BASED DYNASTIC WEALTH PLANNING Trademark
Trademark Overview
On Tuesday, March 10, 2026, a trademark application was filed for GOALS-BASED DYNASTIC WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the GOALS-BASED DYNASTIC WEALTH PLANNING trademark a serial number of 99692806. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 10, 2026. This trademark is owned by Knollwood Investment Advisory, LLC. The GOALS-BASED DYNASTIC WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; Management of a capital investment fund; Venture capital advisory services; Venture capital fund management; Providing venture capital, development capital, private equity and investment funding; Venture capital funding services to emerging and start-up companies; Capital investment services; Equity capital investment; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Venture capital financing; Brokerage services for capital investments
General Information
| Serial Number | 99692806 |
| Word Mark | GOALS-BASED DYNASTIC WEALTH PLANNING |
| Filing Date | Tuesday, March 10, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, March 10, 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 | Investment advisory services; Management of a capital investment fund; Venture capital advisory services; Venture capital fund management; Providing venture capital, development capital, private equity and investment funding; Venture capital funding services to emerging and start-up companies; Capital investment services; Equity capital investment; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Venture capital financing; Brokerage services for capital investments |
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 | Tuesday, March 10, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Knollwood Investment Advisory, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hunt Valley, MD 21030
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 10, 2026 | NEW APPLICATION ENTERED |
| Tuesday, March 10, 2026 | APPLICATION FILING RECEIPT MAILED |
