| Serial Number | 98593671 |
| Word Mark | BI WEALTHY |
| Filing Date | Monday, June 10, 2024 |
| Status | 807 - SU - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, January 20, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, February 4, 2025 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of the letters "B" and "I" next to the word "WEALTHY". The letter "B" is in a solid block capital. The letter "I" extends vertically from top to bottom of the mark. The word "WEALTHY" is in all capitals. |
| Goods and Services | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial management in the field of asset management, asset protection, life insurance and asset distribution; Financial planning and investment advisory services; Investment banking services; Providing information regarding financial investment strategies |
| 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 | Monday, June 10, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 2, 2024 |
| First Use In Commerce Date | Thursday, May 2, 2024 |
| Party Name | Banorte Securities Holdings International Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77056 |
| Party Name | Banorte Securities Holdings International Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77056 |
| Event Date | Event Description |
| Monday, June 10, 2024 | NEW APPLICATION ENTERED |
| Saturday, January 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, January 12, 2025 | ASSIGNED TO EXAMINER |
| Monday, January 13, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 29, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 1, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 15, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Monday, January 19, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, July 15, 2025 | USE AMENDMENT FILED |
| Monday, January 19, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, January 20, 2026 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, January 20, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 20, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |