PATEL'S WEALTH WHERE EXCELLENCE MEETS INSURANCE Trademark
Trademark Overview
On Tuesday, January 20, 2026, a trademark application was filed for PATEL'S WEALTH WHERE EXCELLENCE MEETS INSURANCE with the United States Patent and Trademark Office. The USPTO has given the PATEL'S WEALTH WHERE EXCELLENCE MEETS INSURANCE trademark a serial number of 99604708. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, May 27, 2026. The PATEL'S WEALTH WHERE EXCELLENCE MEETS INSURANCE trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Insurance consultancy; Insurance information
General Information
| Serial Number | 99604708 |
| Word Mark | PATEL'S WEALTH WHERE EXCELLENCE MEETS INSURANCE |
| Filing Date | Tuesday, January 20, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, May 27, 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
| Description of Mark | The mark consists of a stylized lion standing upright on its hind legs and positioned on top of a mountain peak. The lion is shown in a roaring pose, facing to the right, with its front legs raised. Beneath the design appears the wording “PATEL’S WEALTH” in large stylized letters, and below that the wording “WHERE EXCELLENCE MEETS INSURANCE” in smaller stylized letters. The background of the mark is dark. |
| Goods and Services | Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Insurance consultancy; Insurance information |
| Indication of Colors claimed | The color(s) gold and black is/are claimed as a feature of the mark. |
| Pseudo Mark | PATELS WEALTH WHERE EXCELLENCE MEETS INSURANCE |
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 | Tuesday, January 20, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Jersey City, NJ 07306
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 20, 2026 | NEW APPLICATION ENTERED |
| Tuesday, January 20, 2026 | APPLICATION FILING RECEIPT MAILED |
| Friday, May 8, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 8, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, May 18, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, May 27, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 27, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 27, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
