EWMS ESTATE & WEALTH MANAGEMENT SYSTEM Trademark
Trademark Overview
On Monday, March 2, 2026, a trademark application was filed for EWMS ESTATE & WEALTH MANAGEMENT SYSTEM with the United States Patent and Trademark Office. The USPTO has given the EWMS ESTATE & WEALTH MANAGEMENT SYSTEM trademark a serial number of 99677612. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Thursday, July 2, 2026. The EWMS ESTATE & WEALTH MANAGEMENT SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:
Financial consulting; Estate planning; Estate trust planning
General Information
| Serial Number | 99677612 |
| Word Mark | EWMS ESTATE & WEALTH MANAGEMENT SYSTEM |
| Filing Date | Monday, March 2, 2026 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Thursday, July 2, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "ESTATE & WEALTH MANAGEMENT SYSTEM" |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of a stylized vault door design to the left of the wording "EWMS", with the wording "ESTATE & WEALTH MANAGEMENT SYSTEM" in smaller letters beneath "EWMS". |
| Pseudo Mark | ESTATE AND WEALTH MANAGEMENT SYSTEM ESTATE AND WEALTH MANAGEMENT SYSTEM |
| Goods and Services | Financial consulting; Estate planning; Estate trust planning |
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 | Monday, March 2, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 1, 2019 |
| First Use In Commerce Date | Thursday, February 1, 2024 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | winchester, TN 37398
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 2, 2026 | NEW APPLICATION ENTERED |
| Monday, March 2, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, June 28, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, June 28, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, June 29, 2026 | ASSIGNED TO EXAMINER |
| Thursday, July 2, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, July 2, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, July 2, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, July 2, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 2, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
