BEACON LIGHT WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, September 2, 2025, a trademark application was filed for BEACON LIGHT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BEACON LIGHT WEALTH MANAGEMENT trademark a serial number of 99369249. 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 BEACON LIGHT 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 | 99369249 |
| Word Mark | BEACON LIGHT 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 the word “BEACON” to the left of a design of a lighthouse and the word “LIGHT” to the right of the 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 |
