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 PUBLISHED FOR OPPOSITION as of Tuesday, July 8, 2025. 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 8, 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 | 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 | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
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 |
| Party Name | Modern Financial Wellness LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portsmouth, NH 03801 |
Trademark Events
| Event Date | Event Description |
| Monday, December 9, 2024 | NEW APPLICATION 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 |
| Monday, December 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
