ALTRUIST WEALTH MANAGEMENT Trademark
Trademark Overview
On Saturday, January 25, 2025, a trademark application was filed for ALTRUIST WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ALTRUIST WEALTH MANAGEMENT trademark a serial number of 99018364. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, January 25, 2025. This trademark is owned by Thomas Carson McLean. The ALTRUIST WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning for retirement; On-line financial planning services; Financial services, namely, wealth management services
General Information
| Serial Number | 99018364 |
| Word Mark | ALTRUIST WEALTH MANAGEMENT |
| Filing Date | Saturday, January 25, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Saturday, January 25, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning for retirement; On-line financial planning services; Financial services, namely, wealth management services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 25, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, September 1, 2024 |
| First Use In Commerce Date | Friday, March 7, 2025 |
Trademark Owner History
| Party Name | Thomas Carson McLean |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28204 |
Trademark Events
| Event Date | Event Description |
| Saturday, January 25, 2025 | NEW APPLICATION ENTERED |
| Saturday, January 25, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, April 15, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, April 15, 2025 | USE AMENDMENT FILED |
| Tuesday, April 15, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
