KOREN INVESTMENTS Trademark

Trademark Overview


On Wednesday, November 5, 2025, a trademark application was filed for KOREN INVESTMENTS with the United States Patent and Trademark Office. The USPTO has given the KOREN INVESTMENTS trademark a serial number of 99479915. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, November 5, 2025. The KOREN INVESTMENTS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Strategic financial advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services...
koren investments

General Information


Serial Number99479915
Word MarkKOREN INVESTMENTS
Filing DateWednesday, November 5, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, November 5, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Strategic financial advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services, namely, helping others build a better working relationship with their money; Financial securities exchange services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, money management 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; Financial investment brokerage services; Insurance and financial information and consultancy services; Financial services, namely, investment fund transfer and transaction 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 plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial retirement plan consulting services; Family office services in the nature of financial wealth management services; Financial wealth management services; Financial securities brokerage services; Financial risk assessment services; Financial research and equity research brokerage services; Financial advisory services; Financial services in the nature of providing an investment option available for life insurance products

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 5, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressBrighton, VT 05846

Trademark Events


Event DateEvent Description
Wednesday, November 5, 2025NEW APPLICATION ENTERED
Wednesday, November 5, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, February 11, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED