KEYSTONE WEALTH MANAGEMENT LLC Trademark
Trademark Overview
On Tuesday, May 12, 2026, a trademark application was filed for KEYSTONE WEALTH MANAGEMENT LLC with the United States Patent and Trademark Office. The USPTO has given the KEYSTONE WEALTH MANAGEMENT LLC trademark a serial number of 99819208. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, May 12, 2026. The KEYSTONE WEALTH MANAGEMENT LLC trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis; Financial consultancy; Financial planning; Financial valuations; Financial consultation; Financial forecasting; Financial analyses; Financial advice; Financial consulting; Financial information; Financial management; Financial exchange; Financial research; Financial valuation; Financial clearing; Financial engineering; Financial investment brokerage; Financial research in the field of financial instruments; Financial planning consultation; Financial planning for retirement; On-line financial planning services; Financial services, namely, mortgage planning; Financial planning and investment advisory services
General Information
| Serial Number | 99819208 |
| Word Mark | KEYSTONE WEALTH MANAGEMENT LLC |
| Filing Date | Tuesday, May 12, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, May 12, 2026 |
| 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
| Indication of Colors claimed | The color(s) gold and black is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of a gold circular design with four curved shapes radiating from the center, positioned to the left of the gold wording 'KEYSTONE' which is above the smaller, gold wording 'WEALTH MANAGEMENT LLC', all on a black background. |
| Goods and Services | Financial analysis; Financial consultancy; Financial planning; Financial valuations; Financial consultation; Financial forecasting; Financial analyses; Financial advice; Financial consulting; Financial information; Financial management; Financial exchange; Financial research; Financial valuation; Financial clearing; Financial engineering; Financial investment brokerage; Financial research in the field of financial instruments; Financial planning consultation; Financial planning for retirement; On-line financial planning services; Financial services, namely, mortgage planning; Financial planning and investment advisory services |
| Pseudo Mark | KEYSTONE WEALTH MANAGEMENT LIMITED LIABILITY COMPANY |
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, May 12, 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, May 12, 2026 | NEW APPLICATION ENTERED |
| Tuesday, May 12, 2026 | APPLICATION FILING RECEIPT MAILED |
