CONNECT WEALTH SOLUTIONS Trademark

Trademark Overview


On Thursday, October 24, 2024, a trademark application was filed for CONNECT WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the CONNECT WEALTH SOLUTIONS trademark a serial number of 98819038. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Saturday, March 29, 2025. This trademark is owned by AmeriLife Group, LLC. The CONNECT WEALTH SOLUTIONS trademark is filed in the Advertising, Business and Retail Services and Education & Entertainment Services categories with the following description:

Providing online, non-downloadable webinars, publications, podcasts, and videos in the fields of financial planning, investment and asset management, insurance, and annuities; Educational services, namely, workshops, seminars, conferences, coaching, training, and classes in the fields of financial planning, investment and asset management, insurance, and annuities; online blogs in the fields of financial planning, investment and asset management, insurance, and annuities

Advertising, marketing, and promotion services; Marketing consulting services in the fields of financial planning, investment and asset management, insurance, and annuities; Marketing consulting services provided to financial and investment advisors and insurance and annuities agents; Brand development services; Providing sales leads and referrals in the fields of insurance and annuities; Providing information in the fields of business, marketing, advertising, and promotion in the fields of financial planning, investment and asset management, insurance, and annuities
connect wealth solutions

General Information


Serial Number98819038
Word MarkCONNECT WEALTH SOLUTIONS
Filing DateThursday, October 24, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateSaturday, March 29, 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 ServicesProviding online, non-downloadable webinars, publications, podcasts, and videos in the fields of financial planning, investment and asset management, insurance, and annuities; Educational services, namely, workshops, seminars, conferences, coaching, training, and classes in the fields of financial planning, investment and asset management, insurance, and annuities; online blogs in the fields of financial planning, investment and asset management, insurance, and annuities
Goods and ServicesAdvertising, marketing, and promotion services; Marketing consulting services in the fields of financial planning, investment and asset management, insurance, and annuities; Marketing consulting services provided to financial and investment advisors and insurance and annuities agents; Brand development services; Providing sales leads and referrals in the fields of insurance and annuities; Providing information in the fields of business, marketing, advertising, and promotion in the fields of financial planning, investment and asset management, insurance, and annuities

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 24, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, October 24, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAmeriLife Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressClearwater, FL 33759

Trademark Events


Event DateEvent Description
Thursday, October 24, 2024NEW APPLICATION ENTERED
Thursday, October 24, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 25, 2025ASSIGNED TO EXAMINER
Saturday, March 29, 2025NON-FINAL ACTION WRITTEN
Saturday, March 29, 2025NON-FINAL ACTION E-MAILED
Saturday, March 29, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED