Drawing for GUIDING WEALTH WITH WISDOM

USPTO serial 99928888

GUIDING WEALTH WITH WISDOM

Reviewed by CopyMark Law Group

Status 681
Filing date
Status date
Registration date
—
Examiner
HAYNES, SAMANTHA M
Law office
PUBLICATION AND ISSUE SECTION

What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

STACEY-ANN TAYLOR

STACEY-ANN TAYLOR LAW OFFICE OF STACEY-ANN TAYLOR, LLC730 Peachtree St. NE#570Atlanta, GA 30308

Goods and services

ClassDescriptionStatusFirst use
036Investment advisory services; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial asset management in the field of retirement savings plans; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice relating to tax; Financial portfolio management; Management of securities portfolios; Financial wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Wealth transfer planning; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing on-line information in the field of charitable monetary giving through financial and estate planningACTIVE—

Related trademarks

CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.

Prosecution history

DateCodeEventWhat it means
Nov 4, 2026NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Oct 8, 2026CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Oct 7, 2026DOCKASSIGNED TO EXAMINER—
Jul 8, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Jul 8, 2026MAFRAPPLICATION FILING RECEIPT MAILED—
Jul 8, 2026NWAPNEW APPLICATION ENTERED—

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