ARETE WEALTH Trademark

Trademark Overview


On Sunday, October 20, 2024, a trademark application was filed for ARETE WEALTH with the United States Patent and Trademark Office. The USPTO has given the ARETE WEALTH trademark a serial number of 98810909. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Thursday, September 11, 2025. This trademark is owned by Arete Wealth, Inc.. The ARETE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management, financial planning, investment management, investment banking, and investment management in institutional alternative exchanges; full-service broker-dealer financial services in the field of securities, stocks, bonds and mutual funds; Investment advisory services by a registered investment advisor and insurance firm services in the nature of insurance consultancy, information and brokerage
arete wealth

General Information


Serial Number98810909
Word MarkARETE WEALTH
Filing DateSunday, October 20, 2024
Status645 - FINAL REFUSAL - MAILED
Status DateThursday, September 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management, financial planning, investment management, investment banking, and investment management in institutional alternative exchanges; full-service broker-dealer financial services in the field of securities, stocks, bonds and mutual funds; Investment advisory services by a registered investment advisor and insurance firm services in the nature of insurance consultancy, information and brokerage
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, October 20, 2024
Primary Code036
First Use Anywhere DateSunday, January 1, 2023
First Use In Commerce DateSunday, January 1, 2023

Trademark Owner History


Party NameArete Wealth, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60607

Trademark Events


Event DateEvent Description
Sunday, October 20, 2024NEW APPLICATION ENTERED
Monday, April 21, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 23, 2025NON-FINAL ACTION E-MAILED
Wednesday, April 23, 2025NON-FINAL ACTION WRITTEN
Tuesday, April 22, 2025ASSIGNED TO EXAMINER
Wednesday, April 23, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 9, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, July 9, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Friday, August 22, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 22, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 11, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, September 11, 2025FINAL REFUSAL WRITTEN
Thursday, September 11, 2025FINAL REFUSAL E-MAILED
Friday, August 22, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED