PASSPORT TO WEALTH Trademark
Trademark Overview
On Thursday, August 14, 2025, a trademark application was filed for PASSPORT TO WEALTH with the United States Patent and Trademark Office. The USPTO has given the PASSPORT TO WEALTH trademark a serial number of 99336084. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, May 26, 2026. The PASSPORT TO WEALTH trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Educational services, namely, providing online and in-person courses, workshops, and seminars in the fields of financial planning, tax planning, investment, budgeting, and expatriate living; Production and distribution of podcasts, videos, blog posts, newsletters, and other digital video media content in the field of financial education and expatriate lifestyle
Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence for expatriates and globally mobile individuals; Financial advice relating to tax for expatriates; Providing information in the field of personal finance, and financial investment strategies via a website
Downloadable podcasts in the field of financial education and expatriate living; downloadable e-books and electronic publications in the nature of downloadable written articles in the fields of financial education and expatriate living; downloadable educational materials, namely, printable worksheets, hand-outs, flash cards, and spreadsheets in the field of financial education and expatriate living
General Information
| Serial Number | 99336084 |
| Word Mark | PASSPORT TO WEALTH |
| Filing Date | Thursday, August 14, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, May 26, 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 | Tuesday, May 26, 2026 |
Trademark Statements
| Goods and Services | Educational services, namely, providing online and in-person courses, workshops, and seminars in the fields of financial planning, tax planning, investment, budgeting, and expatriate living; Production and distribution of podcasts, videos, blog posts, newsletters, and other digital video media content in the field of financial education and expatriate lifestyle |
| Goods and Services | Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence for expatriates and globally mobile individuals; Financial advice relating to tax for expatriates; Providing information in the field of personal finance, and financial investment strategies via a website |
| Goods and Services | Downloadable podcasts in the field of financial education and expatriate living; downloadable e-books and electronic publications in the nature of downloadable written articles in the fields of financial education and expatriate living; downloadable educational materials, namely, printable worksheets, hand-outs, flash cards, and spreadsheets in the field of financial education and expatriate living |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 14, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Saturday, January 6, 2024 |
| First Use In Commerce Date | Tuesday, January 23, 2024 |
| 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 | Thursday, August 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 6, 2024 |
| First Use In Commerce Date | Tuesday, January 23, 2024 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 14, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, January 6, 2024 |
| First Use In Commerce Date | Tuesday, January 23, 2024 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Wilmington, DE 19801
US |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Wilmington, DE 19801
US |
Trademark Events
| Event Date | Event Description |
| Thursday, August 14, 2025 | NEW APPLICATION ENTERED |
| Thursday, August 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, December 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 29, 2025 | ASSIGNED TO EXAMINER |
| Saturday, January 24, 2026 | NON-FINAL ACTION WRITTEN |
| Saturday, January 24, 2026 | NON-FINAL ACTION E-MAILED |
| Saturday, January 24, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, February 7, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, February 7, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, February 7, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 29, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 20, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 26, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 26, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
