GOALS-BASED DYNASTIC WEALTH PLANNING Trademark

Serial Number: 99692806

GOALS-BASED DYNASTIC WEALTH PLANNING is a trademark filed by Knollwood Investment Advisory, LLC on March 10, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Knollwood Investment Advisory, LLC (4 trademarks)

217 International Circle
Hunt Valley, MD 21030

Entity Type: 16

Legal Representation

Attorney of Record

Kaitlin D. Corey

123 trademarks filed View all →

Correspondence Address

Kaitlin D. Corey Corey Tepe, LLC

6325 Woodside Court, Suite 130

Columbia, MD 21046

United States

Trademark Details

Filing Date

March 10, 2026

Registration Date

Not Registered

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