AMERICA’S WEALTH COACH Trademark
Trademark Overview
On Wednesday, November 26, 2025, a trademark application was filed for AMERICA’S WEALTH COACH with the United States Patent and Trademark Office. The USPTO has given the AMERICA’S WEALTH COACH trademark a serial number of 99518067. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, November 26, 2025. This trademark is owned by Capital Financial & Insurance, LLC. The AMERICA’S WEALTH COACH trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Financial planning for retirement; Financial retirement plan consulting services; Providing financial information and financial advice via a website
Providing a website featuring non-downloadable videos in the field of financial planning; Education services, namely, providing non-downloadable webinars in the field of financial planning; Providing online training in the field of retirement planning
General Information
| Serial Number | 99518067 |
| Word Mark | AMERICA’S WEALTH COACH |
| Filing Date | Wednesday, November 26, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, November 26, 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
| NOT AVAILABLE | "No claim is made to the exclusive right to use “WEALTH COACH” apart from the mark as shown." |
| Goods and Services | Financial planning for retirement; Financial retirement plan consulting services; Providing financial information and financial advice via a website |
| Goods and Services | Providing a website featuring non-downloadable videos in the field of financial planning; Education services, namely, providing non-downloadable webinars in the field of financial planning; Providing online training in the field of retirement planning |
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 | Wednesday, November 26, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 17, 2008 |
| First Use In Commerce Date | Sunday, February 17, 2008 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 26, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, February 17, 2008 |
| First Use In Commerce Date | Sunday, February 17, 2008 |
Trademark Owner History
| Party Name | Capital Financial & Insurance, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Apex, NC 27502 |
Trademark Events
| Event Date | Event Description |
| Wednesday, November 26, 2025 | NEW APPLICATION ENTERED |
| Wednesday, November 26, 2025 | APPLICATION FILING RECEIPT MAILED |
