INTEGRATED WEALTH BUILDERS Trademark

Trademark Overview


On Tuesday, September 17, 2024, a trademark application was filed for INTEGRATED WEALTH BUILDERS with the United States Patent and Trademark Office. The USPTO has given the INTEGRATED WEALTH BUILDERS trademark a serial number of 98754140. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Monday, March 17, 2025. This trademark is owned by The Finance Brother. The INTEGRATED WEALTH BUILDERS trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education services, namely, providing non-downloadable webinars in the field of financial literacy, wealth planning, insurance, entrepreneurship; Publishing of books, e-books, audio books, music and illustrations; Arranging and conducting of seminars and workshops in the field of financial literacy, wealth planning, insurance, entrepreneurship; Audio and video broadcasting services over the Internet in the field of financial literacy, wealth planning, insurance, entrepreneurship

Insurance services, namely, underwriting, issuing, and administration of life insurance; Health insurance cooperative services in the nature of underwriting, issuing, and administration of health insurance; Insurance consulting in the field of life and health insurance.
integrated wealth builders

General Information


Serial Number98754140
Word MarkINTEGRATED WEALTH BUILDERS
Filing DateTuesday, September 17, 2024
Status638 - NEW APPLICATION - ASSIGNED TO EXAMINER
Status DateMonday, March 17, 2025
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 ServicesEducation services, namely, providing non-downloadable webinars in the field of financial literacy, wealth planning, insurance, entrepreneurship; Publishing of books, e-books, audio books, music and illustrations; Arranging and conducting of seminars and workshops in the field of financial literacy, wealth planning, insurance, entrepreneurship; Audio and video broadcasting services over the Internet in the field of financial literacy, wealth planning, insurance, entrepreneurship
Goods and ServicesInsurance services, namely, underwriting, issuing, and administration of life insurance; Health insurance cooperative services in the nature of underwriting, issuing, and administration of health insurance; Insurance consulting in the field of life and health insurance.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 17, 2024
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, September 17, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThe Finance Brother
Party Type10 - Original Applicant
Legal Entity Type19 - Sole Proprietorship
AddressMohegan Lake, NY 10547

Trademark Events


Event DateEvent Description
Tuesday, September 17, 2024NEW APPLICATION ENTERED
Tuesday, September 17, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 17, 2025ASSIGNED TO EXAMINER