CLARITY TO CONFIDENCE
Live / Applied — New application — not yet assigned to an examiner (as of 30 Oct 2026)
What this means for you
Not registered yet, but its 30 Oct 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
- 50192395
- Mark type
- Word mark
- Filed
- 30 Oct 2026
- Attorney of record
- Mary A. Harris
Goods and services
- Class 036 — Insurance and financial services: Financial management; Financial portfolio management; Financial wealth management services; Financial management relating to investments; Financial services, namely, wealth management services; Investment management; Financial investment brokerage services; Insurance brokerage; Insurance brokerage services; Life insurance brokerage; Providing life insurance information; Financial services in the nature of providing an investment option available for life insurance products; Issuance and administration of annuities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Annuity brokerage services; Financial planning; Financial planning for retirement; Providing information in the field of financial planning; Financial retirement plan consulting services; Insurance brokerage in the field of life insurance, disability insurance, long-term care insurance, and annuities; Providing insurance information in the field of life, disability, long-term care, and annuities insurance
Owner
- Obispo Wealth Management LLC, San Luis Obispo, CA, US
Prosecution history
- 30 Oct 2026 — APPLICATION FILING RECEIPT MAILED
- 30 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 30 Oct 2026 — NEW APPLICATION ENTERED