INCLUSIVE WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, April 8, 2021, a trademark application was filed for INCLUSIVE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the INCLUSIVE WEALTH MANAGEMENT trademark a serial number of 90632960. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, May 6, 2025. This trademark is owned by Valentine Britt LLC. The INCLUSIVE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
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 ...
General Information
| Serial Number | 90632960 |
| Word Mark | INCLUSIVE WEALTH MANAGEMENT |
| Filing Date | Thursday, April 8, 2021 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, May 6, 2025 |
| 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
| Section 2(f) Limitation Statement | INCLUSIVE has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement. |
| 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" |
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 | Friday, July 16, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 31, 2009 |
| First Use In Commerce Date | Monday, August 31, 2009 |
Trademark Owner History
| Party Name | Valentine Britt LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Arlington, TX 76006 |
Trademark Events
| Event Date | Event Description |
| Monday, April 12, 2021 | NEW APPLICATION ENTERED |
| Friday, July 16, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 8, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 24, 2021 | ASSIGNED TO EXAMINER |
| Thursday, December 9, 2021 | NON-FINAL ACTION WRITTEN |
| 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 |
| Wednesday, June 8, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 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 | USE AMENDMENT ACCEPTED |
| Tuesday, May 6, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 6, 2025 | NON-FINAL ACTION E-MAILED |
