A HOLISTIC APPROACH TO ALPHA INVESTING

Live / Applied — Non-final action mailed (as of 07 Oct 2026)

What this means for you

Not registered yet, but its 26 Jun 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
99907883
Mark type
Slogan / phrase
Filed
26 Jun 2026
Attorney of record
Scott Kareff

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, financial asset management services, investment management services and investment advisory services

Owner

Prosecution history

  • 07 Oct 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Oct 2026 — NON-FINAL ACTION E-MAILED
  • 07 Oct 2026 — NON-FINAL ACTION WRITTEN
  • 28 Sept 2026 — ASSIGNED TO EXAMINER
  • 26 Jun 2026 — APPLICATION FILING RECEIPT MAILED
  • 26 Jun 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 26 Jun 2026 — NEW APPLICATION ENTERED

View this trademark record on Rightsy