Trademark Search  /  FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.

FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.

● Live · Pending

U.S. federal trademark · Serial No. 99589759

Mark
FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.
Status
Pending
Serial Number
99589759
Filing Date
January 12, 2026
Class(es)
Class 036

Owner

Khai C Le
01 · Las Vegas, NV, US

Goods & Services

Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.