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Pending · Awaiting Examination LIVE/APPLICATION/Awaiting Examination
What this record means
The record shows a live pending application owned by Baker Tilly Advisory Group, LP, a Delaware limited partnership, and it is still awaiting examination. The filing covers business‑consultancy and advisory services (class 035), financial and estate planning services (class 036), technology advisory and software development related to AI and IT (class 042), and regulatory‑compliance and legal consultancy services (class 045). A similar phrase used for any of those types of services would be the closest area of concern, because the USPTO filing ties the wording to those specific professional offerings. The record does not give the owner control over every possible use of the phrase in unrelated fields. The prosecution history only notes the filing receipt and entry on July 1 2026, with no further examination steps or enforcement actions recorded. I'd treat this as a meaningful concern if you plan to use the same wording for comparable consulting or advisory services.
Informational only - not legal advice.Mark Service Mark
| Drawing type | 4 - STANDARD CHARACTER MARK |
| Filing basis | Use in Commerce (§1(a)). |
| Status | New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information. |
Key dates
| Application filed | Jul 01, 2026 |
| Status date | Jul 01, 2026 |
Goods & services
Business consultancy and advisory services; business auditing; business data analysis; business risk management services; business investigations; accounting services; financial auditing; tax preparation; tax advisory and consultancy services; executive search and placement services; market research services
Financial advisory and consultancy services; financial analysis; financial valuations; financial planning; financial wealth management services; estate planning; real estate advisory and consultancy services
Technology advisory and consultancy services related to artificial intelligence (AI), computer software, and information technology (IT) systems; design, development, and implementation of computer software
Regulatory compliance consultancy services; legal consultancy services; legal and regulatory compliance auditing services
Owner & representation
| Owner | Baker Tilly Advisory Group, LP |
| Address | 311 North Green Street, Suite 600, Chicago, ILLINOIS UNITED STATES 60607 |
| Entity | LIMITED PARTNERSHIP - organized in DELAWARE |
| Attorney of record | Laura M. Konkel |
| Correspondent | Laura M. Konkel |
| Attorney email | m********@*****.com |
| Correspondent email | 3 emails |
| Correspondent phone | 1********0 |
| Correspondent address | Milwaukee, WISCONSIN |