| Serial Number | 90632960 |
| Word Mark | INCLUSIVE WEALTH MANAGEMENT |
| Filing Date | Thursday, April 8, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 7970892 |
| Registration Date | Tuesday, September 30, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial portfolio management services for clients consisting of asset and wealth management; Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, and writing property and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; insurance brokerage |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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 | Friday, July 16, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 31, 2009 |
| First Use In Commerce Date | Monday, August 31, 2009 |
| Party Name | Valentine Britt LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Arlington, TX 76006 |
| Party Name | Valentine Britt LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Arlington, TX 76006 |
| Event Date | Event Description |
| Thursday, December 9, 2021 | NON-FINAL ACTION E-MAILED |
| Thursday, December 9, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 8, 2022 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, April 12, 2021 | NEW APPLICATION ENTERED |
| Friday, July 16, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 24, 2021 | ASSIGNED TO EXAMINER |
| Thursday, December 9, 2021 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 8, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 8, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 9, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 9, 2022 | USE AMENDMENT FILED |
| Thursday, June 9, 2022 | AMENDMENT TO USE PROCESSING COMPLETE |
| Tuesday, May 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 5, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 6, 2025 | USE AMENDMENT ACCEPTED |
| Tuesday, May 6, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 6, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 5, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 5, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 3, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 3, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 3, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 3, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 3, 2025 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, September 30, 2025 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, September 30, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |