INTENTIONAL WEALTH Trademark

Trademark Overview


On Wednesday, May 14, 2025, a trademark application was filed for INTENTIONAL WEALTH with the United States Patent and Trademark Office. The USPTO has given the INTENTIONAL WEALTH trademark a serial number of 99185947. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 14, 2025. This trademark is owned by The Roberts Companies, Inc. The INTENTIONAL WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services
intentional wealth

General Information


Serial Number99185947
Word MarkINTENTIONAL WEALTH
Filing DateWednesday, May 14, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, May 14, 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 ServicesFinancial planning and investment advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 14, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThe Roberts Companies, Inc
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFort Mill, SC 29708

Trademark Events


Event DateEvent Description
Wednesday, May 14, 2025NEW APPLICATION ENTERED
Wednesday, May 14, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 14, 2025APPLICATION FILING RECEIPT MAILED