PACIFIC WEALTH GROUP Trademark
Trademark Overview
On Wednesday, April 15, 2026, a trademark application was filed for PACIFIC WEALTH GROUP with the United States Patent and Trademark Office. The USPTO has given the PACIFIC WEALTH GROUP trademark a serial number of 99765203. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 15, 2026. The PACIFIC WEALTH GROUP trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning; Financial planning and investment advisory services; Investment management; Insurance consultation; Providing life insurance information; Financial evaluation for insurance purposes; Financial advice in the field of tax planning; Estate planning; Estate trust planning; Financial planning for retirement
General Information
| Serial Number | 99765203 |
| Word Mark | PACIFIC WEALTH GROUP |
| Filing Date | Wednesday, April 15, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 15, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial wealth management services; Financial planning; Financial planning and investment advisory services; Investment management; Insurance consultation; Providing life insurance information; Financial evaluation for insurance purposes; Financial advice in the field of tax planning; Estate planning; Estate trust planning; Financial planning for retirement |
| Description of Mark | The mark consists of a stylized circular design composed of concentric curved arcs above the words "PACIFIC WEALTH" in bold uppercase letters with "GROUP" in smaller uppercase letters directly beneath. |
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, April 15, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, April 9, 2026 |
| First Use In Commerce Date | Thursday, April 9, 2026 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Belmont, CA 94002 US |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 15, 2026 | NEW APPLICATION ENTERED |
| Wednesday, April 15, 2026 | APPLICATION FILING RECEIPT MAILED |