B L WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, September 2, 2025, a trademark application was filed for B L WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the B L WEALTH MANAGEMENT trademark a serial number of 99369279. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, September 2, 2025. This trademark is owned by Beacon Light Wealth Management LLC. The B L WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice, namely, budget planning; Financial planning for retirement; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Investment advice; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 99369279 |
| Word Mark | B L WEALTH MANAGEMENT |
| Filing Date | Tuesday, September 2, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, September 2, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of bold capital letter “B” and capital letter “L”, the letter “L” depicted as a design of a lighthouse. Centered below are the words “WEALTH MANAGEMENT”. |
| Goods and Services | Financial advice, namely, budget planning; Financial planning for retirement; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Investment advice; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
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 | Tuesday, September 2, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Beacon Light Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Carnegie, PA 15106 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 2, 2025 | NEW APPLICATION ENTERED |
| Tuesday, September 2, 2025 | APPLICATION FILING RECEIPT MAILED |
