KOREN GROUP WEALTH MANAGEMENT & FINANCIAL SERVICES Trademark
Trademark Overview
On Tuesday, November 4, 2025, a trademark application was filed for KOREN GROUP WEALTH MANAGEMENT & FINANCIAL SERVICES with the United States Patent and Trademark Office. The USPTO has given the KOREN GROUP WEALTH MANAGEMENT & FINANCIAL SERVICES trademark a serial number of 99478516. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, March 24, 2026. The KOREN GROUP WEALTH MANAGEMENT & FINANCIAL SERVICES trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial securities brokerage services; Financial portfolio analysis services; Financial investment brokerage services; Financial advisory services; Financial retirement plan consulting services; Financial advice and consultancy services; Financial advisory and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, mortgage refinancing; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products
General Information
| Serial Number | 99478516 |
| Word Mark | KOREN GROUP WEALTH MANAGEMENT & FINANCIAL SERVICES |
| Filing Date | Tuesday, November 4, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, March 24, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of The mark consists of a stylized tree with a prominent trunk and branching roots rendered in an embroidery-like texture. The trunk is vertically centered and tapers upward into symmetrical branches, while the roots extend downward in a mirrored, organic pattern. The tree design evokes strength and legacy, The overall shape is shield-like, symbolizing protection and trust. Below the tree design appears the wording “KOREN GROUP” in bold uppercase letters, and beneath that, the phrase “Wealth Management & Financial Services” in smaller, stylized font. Color is claimed as blue, wheat, and black as a feature of the mark. |
| Pseudo Mark | KOREN GROUP WEALTH MANAGEMENT AND FINANCIAL SERVICES |
| Goods and Services | Financial wealth management services; Financial securities brokerage services; Financial portfolio analysis services; Financial investment brokerage services; Financial advisory services; Financial retirement plan consulting services; Financial advice and consultancy services; Financial advisory and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, mortgage refinancing; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products |
| Indication of Colors claimed | The color(s) BLUE, WHEAT, BLACK is/are claimed as a feature of the mark. |
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, November 4, 2025 |
| 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 | Brighton, VT 05846
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 4, 2025 | NEW APPLICATION ENTERED |
| Tuesday, November 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, March 17, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 17, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, March 18, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, March 24, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 24, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 24, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
