LUCAS WEALTH & RETIREMENT Trademark
Trademark Overview
On Thursday, November 13, 2025, a trademark application was filed for LUCAS WEALTH & RETIREMENT with the United States Patent and Trademark Office. The USPTO has given the LUCAS WEALTH & RETIREMENT trademark a serial number of 99495677. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Monday, March 23, 2026. The LUCAS WEALTH & RETIREMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial retirement plan consulting services
General Information
| Serial Number | 99495677 |
| Word Mark | LUCAS WEALTH & RETIREMENT |
| Filing Date | Thursday, November 13, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Monday, March 23, 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
| Goods and Services | Financial retirement plan consulting services |
| Description of Mark | The mark consists of This mark presents a polished and professional logo designed to inspire trust and stability. On the left, there is an elegant geometric emblem made up of smooth, interlocking leaf-like shapes arranged in a circular pattern. The design feels balanced, refined, and almost floral, giving an impression of growth, harmony, and long-term stability. To the right of the symbol, the word “LUCAS” appears in a bold, serif typeface, with the letter “A” featuring a graceful wave-like stroke that adds a sense of movement and sophistication. Beneath it, the phrase “WEALTH & RETIREMENT” is displayed in smaller, clean lettering, reinforcing the brand’s focus on financial guidance and future planning. The overall look is calm, trustworthy, and professional, creating a sense of confidence and reassurance for clients seeking financial direction. |
| Indication of Colors claimed | The color(s) blue/yellow is/are claimed as a feature of the mark. |
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 | Thursday, November 13, 2025 |
| 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 | Willis, TX 77433
US |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Willis, TX 77433
US |
Trademark Events
| Event Date | Event Description |
| Thursday, November 13, 2025 | NEW APPLICATION ENTERED |
| Thursday, November 13, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, March 18, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 18, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, March 23, 2026 | ASSIGNED TO EXAMINER |
