EMORY WEALTH Trademark

Trademark Overview


On Thursday, January 29, 2026, a trademark application was filed for EMORY WEALTH with the United States Patent and Trademark Office. The USPTO has given the EMORY WEALTH trademark a serial number of 99622539. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, January 29, 2026. The EMORY WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services; Financial portfolio analysis services; Financial customs brokerage services; Strategic financial advisory services; On-line financial planning services; Financial risk assessment services; Providing financial research services; Financial wealth management services; Providing financial advisory services; Financial due diligence services; Financial analysis and research services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and trans...
emory wealth

General Information


Serial Number99622539
Word MarkEMORY WEALTH
Filing DateThursday, January 29, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, January 29, 2026
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 ServicesFinancial advisory services; Financial portfolio analysis services; Financial customs brokerage services; Strategic financial advisory services; On-line financial planning services; Financial risk assessment services; Providing financial research services; Financial wealth management services; Providing financial advisory services; Financial due diligence services; Financial analysis and research services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services in the nature of providing an investment option available for life insurance products; Financial consulting services, namely, expert analysis in finance; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 29, 2026
Primary Code036
First Use Anywhere DateWednesday, January 1, 2025
First Use In Commerce DateWednesday, January 1, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressAustin, TX 78729

Trademark Events


Event DateEvent Description
Thursday, January 29, 2026NEW APPLICATION ENTERED
Thursday, January 29, 2026APPLICATION FILING RECEIPT MAILED
Saturday, January 31, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED