GUIDING WEALTH WITH WISDOM Trademark
Trademark Overview
On Wednesday, July 8, 2026, a trademark application was filed for GUIDING WEALTH WITH WISDOM with the United States Patent and Trademark Office. The USPTO has given the GUIDING WEALTH WITH WISDOM trademark a serial number of 99928888. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, July 8, 2026. This trademark is owned by Ivy League Financial Advisors LLC. The GUIDING WEALTH WITH WISDOM trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial asset management in the field of retirement savings plans; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice relating to tax; Financial portfolio management; Management of securities portfolios; Financial wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Wealth transfer planning; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial consulting services in the field of planned giving for non-profit and charitable organi...
General Information
| Serial Number | 99928888 |
| Word Mark | GUIDING WEALTH WITH WISDOM |
| Filing Date | Wednesday, July 8, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, July 8, 2026 |
| 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 | Investment advisory services; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial asset management in the field of retirement savings plans; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice relating to tax; Financial portfolio management; Management of securities portfolios; Financial wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Wealth transfer planning; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing on-line information in the field of charitable monetary giving through financial and estate 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 | Wednesday, July 8, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Ivy League Financial Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rockville, MD 20850
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, July 8, 2026 | NEW APPLICATION ENTERED |
| Wednesday, July 8, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, July 8, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
