Who owns the GOALS-BASED DYNASTIC WEALTH PLANNING trademark?

The GOALS-BASED DYNASTIC WEALTH PLANNING trademark is owned by Knollwood Investment Advisory, LLC.

What class is the GOALS-BASED DYNASTIC WEALTH PLANNING trademark registered in?

The GOALS-BASED DYNASTIC WEALTH PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for GOALS-BASED DYNASTIC WEALTH PLANNING?

The USPTO serial number for GOALS-BASED DYNASTIC WEALTH PLANNING is 99692806.

What is the registration number for GOALS-BASED DYNASTIC WEALTH PLANNING?

GOALS-BASED DYNASTIC WEALTH PLANNING is registered under USPTO registration number 0.

GOA

USPTO Trademark Record

PENDING

GOALS-BASED DYNASTIC WEALTH PLANNING

SN 99692806·Reg 0·Filed Mar 10, 2026

Owner Knollwood Investment Advisory, LLC

Financial, monetary and banking services; insurance services; real estate services.

GOALS-BASED DYNASTIC WEALTH PLANNING (Serial No. 99692806), Registration No. 0, is a pending US trademark filed on Mar 10, 2026 by Knollwood Investment Advisory, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Office Action response: October 30, 202632 days remaining

Mark Intelligence

GOALS-BASED DYNASTIC WEALTH PLANNING (Reg. #0) is a pending US trademark that was filed in 2026 and is currently under USPTO examination. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Mar 10, 2026

SERIAL

99692806

REG#

REGISTERED

Dec 31, 1969

Owner

Applicant

Knollwood Investment Advisory, LLC

Entity

LLC

State

Address

217 International Circle, Hunt Valley, MD, 21030

Country

Attorney

NameKaitlin D. Corey

Law firm

Kaitlin D. Corey Corey Tepe, LLC

Address

6325 Woodside Court, Suite 130, Columbia, MD 21046, United States

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Filing Information

StatusPENDING

Filing DateMar 10, 2026

Serial Number99692806

Registration No.0

Registration DateDec 31, 1969

Status DateJul 30, 2026

Mark TypeStandard characters

Status DescriptionLive and pending, non-final action mailed

Filing Signals

FILED

2026

YEARS AGO

CLASSES

MADRID FILINGS

—

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

7 events

NON-FINAL ACTION WRITTEN

Jul 30, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 30, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 30, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jul 10, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 09, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 10, 2026

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Mar 10, 2026

APPLICATION FILING RECEIPT MAILED

GOALS-BASED DYNASTIC WEALTH PLANNING

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Other Marks by Knollwood Investment Advisory, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Kaitlin D. Corey

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