GBA PRIVATE WEALTH Trademark

Trademark Overview

On Wednesday, October 1, 2025, a trademark application was filed for GBA PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the GBA PRIVATE WEALTH trademark a serial number of 99423864. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Saturday, March 14, 2026. This trademark is owned by G2B Enterprises and Insurance Services, LLC. The GBA PRIVATE WEALTH trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Business consulting and advisory services in the fields of wealth management, retirement planning, estate planning, risk management, executive benefits, and business succession planning for high-net-worth individuals and closely held businesses

Financial advisory services; financial wealth management services; investment advisory services; financial retirement planning services; estate planning services; financial risk management consultancy; strategic corporate finance advisory services; insurance consultancy services, namely, providing advice in the field of supplemental executive retirement plans (SERPs), and executive compensation planning
gba private wealth

General Information

Serial Number99423864
Word MarkGBA PRIVATE WEALTH
Filing DateWednesday, October 1, 2025
Status680 - APPROVED FOR PUBLICATION
Status DateSaturday, March 14, 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 ServicesBusiness consulting and advisory services in the fields of wealth management, retirement planning, estate planning, risk management, executive benefits, and business succession planning for high-net-worth individuals and closely held businesses
Goods and ServicesFinancial advisory services; financial wealth management services; investment advisory services; financial retirement planning services; estate planning services; financial risk management consultancy; strategic corporate finance advisory services; insurance consultancy services, namely, providing advice in the field of supplemental executive retirement plans (SERPs), and executive compensation planning
NOT AVAILABLEPRIVATE WEALTH

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 1, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 1, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameG2B Enterprises and Insurance Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOwings Mills, MD 21117
US

Trademark Events

Event DateEvent Description
Wednesday, October 1, 2025NEW APPLICATION ENTERED
Wednesday, October 1, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, February 10, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 20, 2026ASSIGNED TO EXAMINER
Wednesday, February 25, 2026NON-FINAL ACTION WRITTEN
Wednesday, February 25, 2026NON-FINAL ACTION E-MAILED
Wednesday, February 25, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 12, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 12, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 12, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, March 14, 2026APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

wealth private services planning advisory management financial retirement executive business risk estate