KEYSTONE WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, April 1, 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 99739821. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 1, 2026. This trademark is owned by David M Becker. The KEYSTONE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services...
General Information
| Serial Number | 99739821 |
| Word Mark | KEYSTONE WEALTH MANAGEMENT |
| Filing Date | Wednesday, April 1, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 1, 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 advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services |
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 | Wednesday, April 1, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 21, 2017 |
| First Use In Commerce Date | Wednesday, June 21, 2017 |
Trademark Owner History
| Party Name | David M Becker |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Waterloo, IA 50701
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 1, 2026 | NEW APPLICATION ENTERED |
| Wednesday, April 1, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 1, 2026 | APPLICATION FILING RECEIPT MAILED |
