EP

Live / Allowed — Publication / registration review complete (as of 21 Oct 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 06 Apr 2026 filing date already counts against anyone who files later.

Record

Serial number
99747234
Mark type
Design + words
Filed
06 Apr 2026
Published for opposition
10 Nov 2026
Attorney of record
Julia Anne Matheson

Goods and services

  • Class 035 — Advertising and business services: Business consultancy relating to regulatory compliance in the financial services field; Payroll administration and management services; Advisory services relating to business management and business operations; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members; online professional networking services
  • Class 036 — Insurance and financial services: Investment consultancy; Investment management; Investment advisory services; Financial portfolio management; Information, advisory, consultancy and financial research services relating to finance and investments; Providing venture capital, development capital, private equity and investment funding; Capital investment consultancy; Investment services, namely, asset acquisition, consultation, development and management services
  • Class 041 — Education and entertainment services: Online publication of blogs; Providing online digital publications in the nature of newsletters, articles, and alerts being on-line electronic newsletters delivered by e-mail and text in the field of investment management, asset acquisition, business development advisory services via the internet
  • Class 045 — Legal and security services: Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Regulatory compliance consultancy in the field of finance

Owner

Prosecution history

  • 13 Oct 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 13 Oct 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 13 Oct 2026 — EXAMINER'S AMENDMENT ENTERED
  • 13 Oct 2026 — EXAMINERS AMENDMENT E-MAILED
  • 13 Oct 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 09 Oct 2026 — ASSIGNED TO EXAMINER
  • 09 Oct 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 08 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 06 Apr 2026 — APPLICATION FILING RECEIPT MAILED
  • 06 Apr 2026 — NEW APPLICATION ENTERED

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