NEXT HORIZON WEALTH Trademark

Trademark Overview


On Wednesday, May 28, 2025, a trademark application was filed for NEXT HORIZON WEALTH with the United States Patent and Trademark Office. The USPTO has given the NEXT HORIZON WEALTH trademark a serial number of 99205569. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 28, 2025. This trademark is owned by J&R Operations LLC. The NEXT HORIZON WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investme...
next horizon wealth

General Information


Serial Number99205569
Word MarkNEXT HORIZON WEALTH
Filing DateWednesday, May 28, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, May 28, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of a gold sun over blue horizontal bars on the left and the words "NEXT HORIZON WEALTH" in blue letters on the right. The color white shown in the mark is background only and is not claimed as a feature of the mark.
Goods and ServicesFinancial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
Indication of Colors claimedThe color(s) Gold, Blue is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 28, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameJ&R Operations LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressEast Meadow, NY 11554

Trademark Events


Event DateEvent Description
Wednesday, May 28, 2025NEW APPLICATION ENTERED
Wednesday, May 28, 2025APPLICATION FILING RECEIPT MAILED