CLIENTWORKS
Live / Allowed — Publication / registration review complete (as of 13 Oct 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 27 May 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99848166
- Mark type
- Word mark
- Filed
- 27 May 2026
- Published for opposition
- 03 Nov 2026
- Attorney of record
- Timothy James Lyden
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer software for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies; downloadable computer software for providing access to documents, information, data, technology services and content related to financial and investment services, including advice, investments and potential investments, investment strategies and potential investment strategies, clients and potential clients, advisors and potential advisors, policies, legal and regulatory requirements, accounts and the maintenance or supervision thereof, shared experiences, and financial or investment research
Owner
- LPL Financial LLC, San Diego, CA, US
Prior registrations
Prosecution history
- 01 Oct 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 26 Sept 2026 — ASSIGNED TO EXAMINER
- 25 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 27 May 2026 — APPLICATION FILING RECEIPT MAILED
- 27 May 2026 — NEW APPLICATION ENTERED