LIBERTY WEALTH SOLUTIONS Trademark
Trademark Overview
On Wednesday, May 7, 2025, a trademark application was filed for LIBERTY WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the LIBERTY WEALTH SOLUTIONS trademark a serial number of 99173846. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, October 28, 2025. The LIBERTY WEALTH SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:
Investment of funds; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial consultation services to individual investors, families, companies; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Providing information in the field of wealth management for individuals, families, corporations
General Information
| Serial Number | 99173846 |
| Word Mark | LIBERTY WEALTH SOLUTIONS |
| Filing Date | Wednesday, May 7, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, October 28, 2025 |
| 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
| NOT AVAILABLE | Wealth Solutions |
| Goods and Services | Investment of funds; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial consultation services to individual investors, families, companies; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Providing information in the field of wealth management for individuals, families, corporations |
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, May 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, April 28, 2018 |
| First Use In Commerce Date | Tuesday, May 1, 2018 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Red Bank, NJ 07701 |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 7, 2025 | NEW APPLICATION ENTERED |
| Wednesday, May 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 7, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 23, 2025 | ASSIGNED TO EXAMINER |
| Friday, October 24, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, October 24, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
