IPI WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, January 9, 2025, a trademark application was filed for IPI WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the IPI WEALTH MANAGEMENT trademark a serial number of 98947806. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, June 23, 2025. This trademark is owned by IPI Wealth Management, Inc.. The IPI WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial investment brokerage services
General Information
| Serial Number | 98947806 |
| Word Mark | IPI WEALTH MANAGEMENT |
| Filing Date | Thursday, January 9, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, June 23, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a design composed of five sets of bold parallel lines arranged to form an outline of a star in the center. To the right of the design are the letters "IPI" written in large, bold, font and the words "WEALTH" stacked over "MANAGEMENT" in smaller font. |
| Goods and Services | Financial advisory and consultancy services; Financial investment brokerage services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
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 | Thursday, January 9, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | IPI Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Decatur, IL 62522 |
Trademark Events
| Event Date | Event Description |
| Thursday, January 9, 2025 | NEW APPLICATION ENTERED |
| Sunday, June 8, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, June 8, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 23, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, June 23, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, June 23, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 19, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, September 19, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, June 18, 2025 | ASSIGNED TO EXAMINER |
