RIA SUCCESSION ALPHA
LIVE

Serial Number

99628463

Owner

Grandview and Co LLC

Attorney

Daina J. Nathanson

Filing Date

Feb 2, 2026

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RIA SUCCESSION ALPHA Trademark

Serial Number: 99628463

RIA SUCCESSION ALPHA is a trademark filed by Grandview and Co LLC on February 2, 2026. The trademark is classified under Class 9 (Computers & Electronics), Class 41 (Education & Entertainment), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Grandview and Co LLC (2 trademarks)

10 Timber Creek Drive
Falmouth, ME 04105

Entity Type: 16

Trademark Details

Filing Date

February 2, 2026

Registration Date

Not Registered

Goods & Services

Downloadable instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable electronic books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable educational publications, namely, printable workbooks in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Downloadable training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms

Printed books in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed training materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed instructional materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed educational materials in the field of providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms; Printed workbooks directed to providing advice, coaching, and consultation to individual independent wealth managers and independent wealth management firms

Business consultation; Business development consulting services; Business management consultancy services; Business transformation consulting services; Business consultation in the field of business development, business growth, building business value, business management, and business succession planning for individual independent wealth managers and independent wealth management firms

Providing online non-downloadable educational podcasts in the field of business succession planning for individual independent wealth managers and independent wealth management firms; Providing a website featuring blogs and non-downloadable publications in the nature of videos and blogs in the field(s) of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Educational services, namely, providing information and instruction in the fields of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms; Providing online non-downloadable videos in the field of business development, business growth, business management, and business succession planning for individual independent wealth managers and independent wealth management firms

Filing History

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Aug 13, 2026 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Aug 13, 2026 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 1, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jun 1, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jun 1, 2026 CNRT
ASSIGNED TO EXAMINER
May 30, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 27, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Feb 2, 2026 MAFR
NEW APPLICATION ENTERED
Feb 2, 2026 NWAP