MONEY WISDOM WITH HEART Trademark
Trademark Overview
On Wednesday, February 11, 2026, a trademark application was filed for MONEY WISDOM WITH HEART with the United States Patent and Trademark Office. The USPTO has given the MONEY WISDOM WITH HEART trademark a serial number of 99648275. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, June 8, 2026. This trademark is owned by BORICUACATS LTD. The MONEY WISDOM WITH HEART trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Education services, namely, providing tutorial sessions in the fields of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Education services, namely, one-on-one mentoring in the fields of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Educational services, namely, providing online instruction in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Educational services, namely, providing online instruction in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education via an online website; Education services, namely, providing live and on-line classes, seminars and workshops in the field of pe...
Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial planning consultation; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial advice in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial risk management consultation; Financial asset management; Financial valuations; Financial advisory and consultancy services
General Information
| Serial Number | 99648275 |
| Word Mark | MONEY WISDOM WITH HEART |
| Filing Date | Wednesday, February 11, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, June 8, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Education services, namely, providing tutorial sessions in the fields of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Education services, namely, one-on-one mentoring in the fields of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Educational services, namely, providing online instruction in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Educational services, namely, providing online instruction in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education via an online website; Education services, namely, providing live and on-line classes, seminars and workshops in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Education services, namely, mentoring in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education |
| Goods and Services | Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial planning consultation; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial advice in the field of personal finance, budgeting, saving, investing, debt management, financial wellbeing, small business finance, and entrepreneur finance education; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial risk management consultation; Financial asset management; Financial valuations; Financial advisory and consultancy services |
| NOT AVAILABLE | "MONEY" |
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 | Wednesday, February 11, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 11, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | BORICUACATS LTD |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 24 - NOT AVAILABLE |
| Address | London W11 3JE GB |
Trademark Events
| Event Date | Event Description |
| Wednesday, February 11, 2026 | NEW APPLICATION ENTERED |
| Wednesday, February 11, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, February 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 5, 2026 | ASSIGNED TO EXAMINER |
| Monday, June 8, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, June 8, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, June 8, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |