M
LIVE

Serial Number

99770812

Owner

Modern Wealth Holdings, LLC

Attorney

Mary Grace Gallagher

First Use Date

Apr 5, 2023

Filing Date

Apr 17, 2026

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M Trademark

Serial Number: 99770812

M is a trademark filed by Modern Wealth Holdings, LLC on April 17, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 45 (Legal & Security Services), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Modern Wealth Holdings, LLC

31601 S Coast Hwy, Suite 200B
Laguna Beach, CA 92651

Entity Type: 16

Trademark Details

Filing Date

April 17, 2026

Registration Date

Not Registered

First Use Anywhere

April 5, 2023

First Use in Commerce

April 5, 2023

Goods & Services

regulatory compliance consulting in the field of retirement plan administration

Tax advisory services; Tax consulting services; Tax planning; business administration services for others

Financial wealth management services; financial risk management; insurance consultation services; insurance brokerage; investment advisory services; estate planning; financial administration of retirement plans; financial planning for retirement; financial retirement plan consulting services

Filing History

NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 21, 2026 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 21, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Apr 17, 2026 MAFR
NEW APPLICATION ENTERED
Apr 17, 2026 NWAP