Trademark Overview
On Tuesday, October 28, 2025, a trademark application was filed for PROTOCOL WEALTH with the United States Patent and Trademark Office. The USPTO has given the PROTOCOL WEALTH trademark a serial number of 99466199. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, October 28, 2025. This trademark is owned by Protocol Wealth LLC. The PROTOCOL WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; On-line financial planning services; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning for retirement; Financial trust planning; Investment management; Public equity investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial management relating to investments; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Investment advice; Investment consultation; Investment advisor...
