RADVISORS
Live / Applied — New application — not yet assigned to an examiner (as of 03 Aug 2026)
What this means for you
Not registered yet, but its 03 Aug 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50028282
- Mark type
- Word mark
- Filed
- 03 Aug 2026
Goods and services
- Class 036 — Insurance and financial services: Annuity services, namely, account and investment administration; Annuity underwriting; Financial planning consultation; Financial planning and investment advisory services; Financial administration of retirement plans; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Insurance agency and brokerage; Insurance brokerage services; Insurance information and consultancy; Investment management of and distribution of annuities; Issuance and administration of annuities; On-line financial planning services
- Class 042 — Scientific and technological services: Design and development of computer software for the insurance and financial services industry; Software as a service (SAAS) services featuring software for insurance producer compensation and commission management, agent recruitment and onboarding, insurance policy tracking, annuity product analysis and comparison, retirement income projection, financial product recommendation, and portfolio analysis; Providing on-line non-downloadable software for analyzing annuity products, calculating retirement income scenarios, evaluating longevity risk, and comparing annuity and insurance products; Design and development of computer software for insurance policy management, commission tracking, and annuity product analysis; Providing online non-downloadable computer software platforms for insurance producer management, commission tracking, insurance policy management, and annuity product analysis
Owner
- Kimberly Kapp, Vancouver, WA, US
Prosecution history
- 27 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 03 Aug 2026 — APPLICATION FILING RECEIPT MAILED
- 03 Aug 2026 — NEW APPLICATION ENTERED