PROVIDING A FULL SPECTRUM OF FINANCIAL SERVICES
Live / Applied — Response to non-final action entered (as of 14 Oct 2026)
What this means for you
Not registered yet, but its 07 Dec 2025 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
- 99533975
- Mark type
- Slogan / phrase
- Filed
- 07 Dec 2025
- Attorney of record
- Michael Lazzara
Goods and services
- Class 036 — Insurance and financial services: Financial advisory services in the fields of advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, social security planning, 529 college savings plan and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, investment management, and property and trust management
Owner
- Prism Financial Group, LLC, Wallingford, PA, US
Prosecution history
- 14 Oct 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 14 Oct 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 14 Oct 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 14 Jul 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 14 Jul 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 14 Apr 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 14 Apr 2026 — NON-FINAL ACTION E-MAILED
- 14 Apr 2026 — NON-FINAL ACTION WRITTEN
- 10 Apr 2026 — ASSIGNED TO EXAMINER
- 02 Apr 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 07 Dec 2025 — NEW APPLICATION ENTERED