NEST EGG WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, August 19, 2024, a trademark application was filed for NEST EGG WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the NEST EGG WEALTH MANAGEMENT trademark a serial number of 98705856. The federal status of this trademark filing is EX PARTE APPEAL PENDING as of Monday, October 6, 2025. This trademark is owned by Nest Egg Wealth Management, Inc.. The NEST EGG WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial consultancy and insurance consultancy; Financial consulting; Financial loan consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Providing financial information
General Information
| Serial Number | 98705856 |
| Word Mark | NEST EGG WEALTH MANAGEMENT |
| Filing Date | Monday, August 19, 2024 |
| Status | 760 - EX PARTE APPEAL PENDING |
| Status Date | Monday, October 6, 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 | NOT AVAILABLE |
Trademark Statements
| Section 2(f) Limitation Statement | The mark has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement. |
| Goods and Services | Financial advice; Financial consultancy and insurance consultancy; Financial consulting; Financial loan consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Providing financial information |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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, August 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 26, 2016 |
| First Use In Commerce Date | Tuesday, January 26, 2016 |
Trademark Owner History
| Party Name | Nest Egg Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Peoria, IL 61602 |
Trademark Events
| Event Date | Event Description |
| Monday, August 19, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 25, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 19, 2024 | NEW APPLICATION ENTERED |
| Tuesday, March 4, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 4, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 4, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 4, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 7, 2025 | FINAL REFUSAL E-MAILED |
| Monday, October 6, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, October 6, 2025 | EXPARTE APPEAL RECEIVED AT TTAB |
| Thursday, June 5, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 7, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, July 7, 2025 | FINAL REFUSAL WRITTEN |
| Monday, October 6, 2025 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Monday, October 6, 2025 | EX PARTE APPEAL-INSTITUTED |
| Wednesday, October 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 15, 2025 | ASSIGNED TO LIE |
| Wednesday, October 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
