NAVIGATING THE COMPLEXITY OF WEALTH Trademark
Trademark Overview
On Sunday, February 8, 2026, a trademark application was filed for NAVIGATING THE COMPLEXITY OF WEALTH with the United States Patent and Trademark Office. The USPTO has given the NAVIGATING THE COMPLEXITY OF WEALTH trademark a serial number of 99640745. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Thursday, June 4, 2026. This trademark is owned by HNW Services Inc.. The NAVIGATING THE COMPLEXITY OF WEALTH trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Business administration services; accounting services relating to tax planning; accounting and bookkeeping services; accountancy being tax planning and advisory services; tax and taxation planning, advice, information and consultancy services; accountancy advice relating to the preparation of tax returns; preparation of tax returns; business strategic planning consultation; business succession planning; providing business group administration in the field of business strategic planning; providing business management information in connection with consulting and advisory services in the field of strategic planning; consultancy relating to tax accounting; business management consultancy; consultancy and advisory services in the field of business management; family office services, namely, financial planning; operations management services, and back office support services, namely business administration, accounting, business management, and business strategic planning
Financial analysis, reporting and research services in the field of consumer finance assets; estate planning; financial advice relating to tax planning; financial analysis and preparation of reports relating thereto; financial reporting management; preparing financial reports; bill payment services; bill consolidation services; personal banking services; cash management services; advisory services in the field of estate and trust management services; advisory services relating to financial asset management; providing financial information in the field of philanthropy
General Information
| Serial Number | 99640745 |
| Word Mark | NAVIGATING THE COMPLEXITY OF WEALTH |
| Filing Date | Sunday, February 8, 2026 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Thursday, June 4, 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 | Business administration services; accounting services relating to tax planning; accounting and bookkeeping services; accountancy being tax planning and advisory services; tax and taxation planning, advice, information and consultancy services; accountancy advice relating to the preparation of tax returns; preparation of tax returns; business strategic planning consultation; business succession planning; providing business group administration in the field of business strategic planning; providing business management information in connection with consulting and advisory services in the field of strategic planning; consultancy relating to tax accounting; business management consultancy; consultancy and advisory services in the field of business management; family office services, namely, financial planning; operations management services, and back office support services, namely business administration, accounting, business management, and business strategic planning |
| Goods and Services | Financial analysis, reporting and research services in the field of consumer finance assets; estate planning; financial advice relating to tax planning; financial analysis and preparation of reports relating thereto; financial reporting management; preparing financial reports; bill payment services; bill consolidation services; personal banking services; cash management services; advisory services in the field of estate and trust management services; advisory services relating to financial asset management; providing financial information in the field of philanthropy |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, February 8, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Sunday, February 8, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | HNW Services Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 11 - Company |
| Address | Vancouver, BC V6E 1B5
CA |
Trademark Events
| Event Date | Event Description |
| Sunday, February 8, 2026 | NEW APPLICATION ENTERED |
| Sunday, February 8, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, February 8, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, June 4, 2026 | ASSIGNED TO EXAMINER |
