Image Trademark with Serial Number 99473927
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99473927
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-10-31
Filing Date
2025-10-31
Mark Drawing
2 - Illustration: Drawing or design without any word(s)/letter(s)/ number(s)
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of a stylized drawing of two geometric shapes forming an abstract triangle.
Goods and Services
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; trust and estate financial administration and consultation services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-10-31
Primary Code
036
First Use Anywhere Date
2025-09-23
First Use In Commerce Date
2025-09-23
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
B. Anna McCoy McCoy Russell LLP
Address
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Trademark Events
| Event Date | Event Description |
| 2025-10-31 | NEW APPLICATION ENTERED |
| 2025-10-31 | APPLICATION FILING RECEIPT MAILED |