| Serial Number | 99564961 |
| Word Mark | INVESTING WELL |
| Filing Date | Wednesday, December 24, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 23, 2026 |
| Registration Number | 8314813 |
| Registration Date | Tuesday, June 23, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 5, 2026 |
| Goods and Services | Education services, namely, providing classes, seminars, presentations, workshops, mentoring, and tutoring in the field of financial literacy and financial wealth management |
| Goods and Services | Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial information and advisory services; Financial consultancy services; Financial planning; Estate planning; Financial planning for retirement; Financial risk management; Insurance risk management; Financial risk management consultation; Financial advice relating to tax; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning for higher education |
| 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 | Wednesday, December 24, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 16, 2007 |
| First Use In Commerce Date | Wednesday, May 16, 2007 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 24, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, September 11, 2021 |
| First Use In Commerce Date | Saturday, September 11, 2021 |
| Party Name | Five Talents Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Canton, GA 30115 US |
| Party Name | Five Talents Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Canton, GA 30115 US |
| Party Name | Five Talents Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Canton, GA 30115 US |
| Event Date | Event Description |
| Wednesday, December 24, 2025 | NEW APPLICATION ENTERED |
| Wednesday, December 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 24, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, April 6, 2026 | ASSIGNED TO EXAMINER |
| Thursday, April 9, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 29, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 5, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 5, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 23, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 23, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |