MODERN FINANCIAL WELLNESS Trademark
Trademark Overview
On Monday, December 9, 2024, a trademark application was filed for MODERN FINANCIAL WELLNESS with the United States Patent and Trademark Office. The USPTO has given the MODERN FINANCIAL WELLNESS trademark a serial number of 98891924. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Tuesday, June 16, 2026. This trademark is owned by Modern Financial Wellness LLC. The MODERN FINANCIAL WELLNESS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, financial planning, financial management, financial advice and consultancy services, and investment advisory and investment management services; wealth management services
General Information
| Serial Number | 98891924 |
| Word Mark | MODERN FINANCIAL WELLNESS |
| Filing Date | Monday, December 9, 2024 |
| Status | 819 - SU - REGISTRATION REVIEW COMPLETE |
| Status Date | Tuesday, June 16, 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 | Tuesday, July 8, 2025 |
Trademark Statements
| Goods and Services | Financial services, namely, financial planning, financial management, financial advice and consultancy services, and investment advisory and investment management services; wealth management services |
| NOT AVAILABLE | "FINANCIAL WELLNESS" |
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 9, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 8, 2024 |
| First Use In Commerce Date | Thursday, January 15, 2026 |
Trademark Owner History
| Party Name | Modern Financial Wellness LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portsmouth, NH 03801
US |
| Party Name | Modern Financial Wellness LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portsmouth, NH 03801
US |
Trademark Events
| Event Date | Event Description |
| Monday, December 9, 2024 | NEW APPLICATION ENTERED |
| Monday, December 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 28, 2025 | ASSIGNED TO EXAMINER |
| Thursday, June 5, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 2, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 8, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 8, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 2, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Saturday, February 21, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, February 21, 2026 | USE AMENDMENT FILED |
| Wednesday, June 10, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 16, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, June 16, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
