HERWORTH Trademark

Trademark Overview


On Tuesday, October 7, 2025, a trademark application was filed for HERWORTH with the United States Patent and Trademark Office. The USPTO has given the HERWORTH trademark a serial number of 99431094. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, April 27, 2026. This trademark is owned by Beacon Pointe Advisors, LLC. The HERWORTH trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Downloadable educational podcasts and video recordings featuring content in the fields of financial investments, financial planning, and wealth management

Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals

Printed non-fiction publications and reference materials in the nature of printed charts, printed reports, printed newsletters featuring written articles, and printed guides featuring information in the fields of financial investments, financial planning, and wealth management

Educational services, namely, providing online and in-person seminars and non-downloadable online educational podcasts, and online non-downloadable educational videos in the fields of financial investments, financial planning, and wealth management; entertainment services, namely, providing an ongoing audio series in the fields of financial investments, financial planning, and wealth management provided over the internet; Educational services, namely, publishing online articles, guides, reports, blogs, and papers in the fields of financial investments, financial planning, and wealth management
herworth

General Information


Serial Number99431094
Word MarkHERWORTH
Filing DateTuesday, October 7, 2025
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateMonday, April 27, 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 ServicesDownloadable educational podcasts and video recordings featuring content in the fields of financial investments, financial planning, and wealth management
Goods and ServicesFinancial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals
Goods and ServicesPrinted non-fiction publications and reference materials in the nature of printed charts, printed reports, printed newsletters featuring written articles, and printed guides featuring information in the fields of financial investments, financial planning, and wealth management
Goods and ServicesEducational services, namely, providing online and in-person seminars and non-downloadable online educational podcasts, and online non-downloadable educational videos in the fields of financial investments, financial planning, and wealth management; entertainment services, namely, providing an ongoing audio series in the fields of financial investments, financial planning, and wealth management provided over the internet; Educational services, namely, publishing online articles, guides, reports, blogs, and papers in the fields of financial investments, financial planning, and wealth management

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateMonday, April 27, 2026
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateTuesday, October 7, 2025
Primary Code016
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 DateTuesday, October 7, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, October 7, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameBeacon Pointe Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660
US

Trademark Events


Event DateEvent Description
Tuesday, October 7, 2025NEW APPLICATION ENTERED
Tuesday, October 7, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, February 11, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, February 25, 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
Monday, April 27, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, April 27, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 27, 2026TEAS/EMAIL CORRESPONDENCE ENTERED