RIA SUCCESSION ALPHA Trademark

Trademark Overview

On Monday, February 2, 2026, a trademark application was filed for RIA SUCCESSION ALPHA with the United States Patent and Trademark Office. The USPTO has given the RIA SUCCESSION ALPHA trademark a serial number of 99628463. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, February 2, 2026. This trademark is owned by Grandview and Co LLC. The RIA SUCCESSION ALPHA trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Advertising, Business and Retail Services, and Education & Entertainment Services categories with the following description:

Downloadable instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable electronic books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable educational publications, namely, printable workbooks in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms

Printed books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed educational materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed workbooks directed to providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms

Business consultation; Business development consulting services; Business management consultancy services; Business transformation consulting services; Business consultation in the field of business development, business growth, building business value, business management, and business succession planning for individual independent wealth managers and independent wealth management firms

Providing online non-downloadable educational podcasts in the field of business succession planning for individual independent wealth managers and independent wealth management firms; Providing a website featuring blogs and non-downloadable publications in the nature of videos and blogs in the field(s) of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Educational services, namely, providing information and instruction in the fields of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Providing online non-downloadable videos in the field of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms
ria succession alpha

General Information

Serial Number99628463
Word MarkRIA SUCCESSION ALPHA
Filing DateMonday, February 2, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, February 2, 2026
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 ServicesDownloadable instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable electronic books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable educational publications, namely, printable workbooks in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms
Goods and ServicesPrinted books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed educational materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed workbooks directed to providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms
Goods and ServicesBusiness consultation; Business development consulting services; Business management consultancy services; Business transformation consulting services; Business consultation in the field of business development, business growth, building business value, business management, and business succession planning for individual independent wealth managers and independent wealth management firms
Goods and ServicesProviding online non-downloadable educational podcasts in the field of business succession planning for individual independent wealth managers and independent wealth management firms; Providing a website featuring blogs and non-downloadable publications in the nature of videos and blogs in the field(s) of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Educational services, namely, providing information and instruction in the fields of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Providing online non-downloadable videos in the field of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms

Classification Information

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateMonday, February 2, 2026
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateMonday, February 2, 2026
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 2, 2026
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, February 2, 2026
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameGrandview and Co LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFalmouth, ME 04105

Trademark Events

Event DateEvent Description
Monday, February 2, 2026NEW APPLICATION ENTERED
Monday, February 2, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

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