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 REGISTERED as of Tuesday, July 7, 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 | 700 - REGISTERED |
| Status Date | Tuesday, July 7, 2026 |
| Registration Number | 8337613 |
| Registration Date | Tuesday, July 7, 2026 |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portsmouth, NH 03801
US |
| 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 |
| Tuesday, July 7, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 7, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
