FLEET WEALTH MANAGEMENT GROUP, LLC Trademark
Trademark Overview
On Wednesday, August 6, 2025, a trademark application was filed for FLEET WEALTH MANAGEMENT GROUP, LLC with the United States Patent and Trademark Office. The USPTO has given the FLEET WEALTH MANAGEMENT GROUP, LLC trademark a serial number of 99322918. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Friday, December 19, 2025. This trademark is owned by Fleet Wealth Management Group LLC. The FLEET WEALTH MANAGEMENT GROUP, LLC trademark is filed in the Insurance & Financial Services category with the following description:
Investment advice; Investment brokerage; Investment clubs; Investment management
General Information
| Serial Number | 99322918 |
| Word Mark | FLEET WEALTH MANAGEMENT GROUP, LLC |
| Filing Date | Wednesday, August 6, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Friday, December 19, 2025 |
| 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
| Indication of Colors claimed | The color(s) light gold, gold, dark gold, brown, dark brown, and black is/are claimed as a feature of the mark. |
| Goods and Services | Investment advice; Investment brokerage; Investment clubs; Investment management |
| Description of Mark | The mark consists of the stylized drawing of a golden bull with light gold, gold, dark gold, brown and dark brown shades and highlights and having a gold and dark gold shadow. Beneath the bull are two lines of text, the top line being the words FLEET WEALTH in stylized gold font with light gold highlights with a thin black outline on the letters, and the bottom line being the words MANAGEMENT GROUP, LLC in stylized black font. |
| NOT AVAILABLE | "WEALTH MANAGEMENT GROUP" and "LLC" |
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 | Wednesday, August 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Fleet Wealth Management Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boca Raton, FL 33432 |
Trademark Events
| Event Date | Event Description |
| Wednesday, August 6, 2025 | NEW APPLICATION ENTERED |
| Wednesday, August 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, August 7, 2025 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, August 7, 2025 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Monday, December 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 15, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, December 19, 2025 | ASSIGNED TO EXAMINER |
