ENGINEERED WEALTH SOLUTIONS LLC Trademark
Trademark Overview
On Friday, February 28, 2025, a trademark application was filed for ENGINEERED WEALTH SOLUTIONS LLC with the United States Patent and Trademark Office. The USPTO has given the ENGINEERED WEALTH SOLUTIONS LLC trademark a serial number of 99060693. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, August 12, 2025. This trademark is owned by Engineered Wealth Solutions LLC. The ENGINEERED WEALTH SOLUTIONS LLC trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99060693 |
| Word Mark | ENGINEERED WEALTH SOLUTIONS LLC |
| Filing Date | Friday, February 28, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, August 12, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services |
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, February 28, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 1, 2010 |
| First Use In Commerce Date | Friday, January 1, 2010 |
Trademark Owner History
| Party Name | Engineered Wealth Solutions LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Gloucester, MA 01930 |
Trademark Events
| Event Date | Event Description |
| Friday, February 28, 2025 | NEW APPLICATION ENTERED |
| Friday, February 28, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 12, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 12, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 12, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, August 2, 2025 | ASSIGNED TO EXAMINER |
