LIFELONG WEALTH MANAGEMENT GROUP Trademark
Trademark Overview
On Monday, December 23, 2024, a trademark application was filed for LIFELONG WEALTH MANAGEMENT GROUP with the United States Patent and Trademark Office. The USPTO has given the LIFELONG WEALTH MANAGEMENT GROUP trademark a serial number of 98920215. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, August 14, 2025. This trademark is owned by Lifelong Wealth Management Group LLC. The LIFELONG WEALTH MANAGEMENT GROUP trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 98920215 |
| Word Mark | LIFELONG WEALTH MANAGEMENT GROUP |
| Filing Date | Monday, December 23, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, August 14, 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
| Goods and Services | Financial services, namely, wealth management services |
| NOT AVAILABLE | "WEALTH MANAGEMENT GROUP" |
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 | Monday, December 23, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 31, 2009 |
| First Use In Commerce Date | Tuesday, March 31, 2009 |
Trademark Owner History
| Party Name | Lifelong Wealth Management Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lake Oswego, OR 97035 |
Trademark Events
| Event Date | Event Description |
| Tuesday, December 24, 2024 | NEW APPLICATION ENTERED |
| Tuesday, June 10, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, December 24, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 15, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 16, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, July 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, August 13, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 13, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 14, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
