Trademark Search  /  GOALS-BASED DYNASTIC WEALTH PLANNING

GOALS-BASED DYNASTIC WEALTH PLANNING

● Live · Pending

U.S. federal trademark · Serial No. 99692806

Mark
GOALS-BASED DYNASTIC WEALTH PLANNING
Status
Pending
Serial Number
99692806
Filing Date
March 10, 2026
Class(es)
Class 036

Owner

Knollwood Investment Advisory, LLC
16 · Hunt Valley, MD, US

Goods & Services

Investment advisory services; Management of a capital investment fund; Venture capital advisory services; Venture capital fund management; Providing venture capital, development capital, private equity and investment funding; Venture capital funding services to emerging and start-up companies; Capital investment services; Equity capital investment; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Venture capital financing; Brokerage services for capital investments

Thinking of using a similar name?
Search 14 million+ trademarks free and see if your brand conflicts with "GOALS-BASED DYNASTIC WEALTH PLANNING" or anything like it, before you file.
Run a free trademark search →

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