BROOKHAVEN WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, April 4, 2025, a trademark application was filed for BROOKHAVEN WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BROOKHAVEN WEALTH MANAGEMENT trademark a serial number of 99121759. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, September 16, 2025. This trademark is owned by Brookhaven Wealth Management, Inc.. The BROOKHAVEN WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial advice; Financial advice and consultancy services; Investment advice; Advice relating to investments; Financial risk management; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial portfolio management; Financial portfolio analysis services; Insurance consultation; Insurance information; Insurance brokerage services; Providing information about healthcare insurance plans
General Information
| Serial Number | 99121759 |
| Word Mark | BROOKHAVEN WEALTH MANAGEMENT |
| Filing Date | Friday, April 4, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, September 16, 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 | Tuesday, October 7, 2025 |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial advice; Financial advice and consultancy services; Investment advice; Advice relating to investments; Financial risk management; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial portfolio management; Financial portfolio analysis services; Insurance consultation; Insurance information; Insurance brokerage services; Providing information about healthcare insurance plans |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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 | Friday, April 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 3, 2013 |
| First Use In Commerce Date | Sunday, November 3, 2013 |
Trademark Owner History
| Party Name | Brookhaven Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Atlanta, GA 30342 |
Trademark Events
| Event Date | Event Description |
| Friday, April 4, 2025 | NEW APPLICATION ENTERED |
| Friday, July 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 8, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, September 8, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, September 8, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, September 8, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, September 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 1, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 2, 2025 | ASSIGNED TO EXAMINER |
| Friday, April 4, 2025 | APPLICATION FILING RECEIPT MAILED |
