OAK TRAIL WEALTH Trademark

Trademark Overview

On Monday, January 8, 2024, a trademark application was filed for OAK TRAIL WEALTH with the United States Patent and Trademark Office. The USPTO has given the OAK TRAIL WEALTH trademark a serial number of 98347970. The federal status of this trademark filing is REGISTERED as of Tuesday, December 9, 2025. The OAK TRAIL WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services
oak trail wealth

General Information

Serial Number98347970
Word MarkOAK TRAIL WEALTH
Filing DateMonday, January 8, 2024
Status700 - REGISTERED
Status DateTuesday, December 9, 2025
Registration Number8061726
Registration DateTuesday, December 9, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 1, 2024

Trademark Statements

NOT AVAILABLEWEALTH
Goods and ServicesFinancial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, January 7, 2024
Primary Code036
First Use Anywhere DateThursday, January 9, 2025
First Use In Commerce DateThursday, January 9, 2025

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressBurnsville, MN 55337
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressBurnsville, MN 55337
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressBurnsville, MN 55337

Trademark Events

Event DateEvent Description
Tuesday, January 9, 2024NEW APPLICATION ENTERED
Friday, April 26, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 5, 2024ASSIGNED TO EXAMINER
Tuesday, August 13, 2024PRIORITY ACTION WRITTEN
Tuesday, August 13, 2024PRIORITY ACTION E-MAILED
Tuesday, August 13, 2024NOTIFICATION OF PRIORITY ACTION E-MAILED
Wednesday, August 14, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 14, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 14, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, August 23, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 11, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 1, 2024PUBLISHED FOR OPPOSITION
Tuesday, October 1, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 26, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, May 22, 2025TEAS STATEMENT OF USE RECEIVED
Friday, October 31, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, May 22, 2025USE AMENDMENT FILED
Friday, October 31, 2025STATEMENT OF USE PROCESSING COMPLETE
Monday, November 17, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, November 17, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 9, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 9, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

wealth trail financial services planning management namely retirement advisory investment