KEYSTONE WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, March 31, 2026, a trademark application was filed for KEYSTONE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the KEYSTONE WEALTH MANAGEMENT trademark a serial number of 99736856. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Sunday, June 28, 2026. The KEYSTONE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services; Estate planning; Financial consultation in the field of investments, wealth management, and asset allocation; Insurance brokerage services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds
General Information
| Serial Number | 99736856 |
| Word Mark | KEYSTONE WEALTH MANAGEMENT |
| Filing Date | Tuesday, March 31, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Sunday, June 28, 2026 |
| 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
| Goods and Services | Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services; Estate planning; Financial consultation in the field of investments, wealth management, and asset allocation; Insurance brokerage services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds |
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 | Tuesday, March 31, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Spring, TX 77381
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 31, 2026 | NEW APPLICATION ENTERED |
| Tuesday, March 31, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 31, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, June 28, 2026 | ASSIGNED TO EXAMINER |
| Sunday, June 28, 2026 | NON-FINAL ACTION WRITTEN |
| Sunday, June 28, 2026 | NON-FINAL ACTION E-MAILED |
| Sunday, June 28, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
