Q2 WEALTH Trademark

Trademark Overview

On Friday, May 1, 2026, a trademark application was filed for Q2 WEALTH with the United States Patent and Trademark Office. The USPTO has given the Q2 WEALTH trademark a serial number of 99799438. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, May 1, 2026. This trademark is owned by Q2 Wealth Management LLC. The Q2 WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Advice on finance during retirement; Consulting and information concerning insurance; Estate planning; Financial advice relating to tax; Financial asset management; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance consultation; Insurance information and consultancy; Insurance and financial information and consultancy services; Insurance risk management; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
q2 wealth

General Information

Serial Number99799438
Word MarkQ2 WEALTH
Filing DateFriday, May 1, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, May 1, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of a shaded square containing the stylized letter “Q” with a superscript number “2” to the right of the “Q,” followed by the stylized word “WEALTH” in large lettering.
Goods and ServicesAdvice on finance during retirement; Consulting and information concerning insurance; Estate planning; Financial advice relating to tax; Financial asset management; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance consultation; Insurance information and consultancy; Insurance and financial information and consultancy services; Insurance risk management; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
NOT AVAILABLE"WEALTH"
Pseudo MarkQUARTER TWO WEALTH

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, May 1, 2026
Primary Code036
First Use Anywhere DateWednesday, May 12, 2021
First Use In Commerce DateFriday, May 21, 2021

Trademark Owner History

Party NameQ2 Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLexington, KY 40509
US

Trademark Events

Event DateEvent Description
Friday, May 1, 2026NEW APPLICATION ENTERED
Friday, May 1, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

wealth financial insurance information management advice services consultancy finance retirement aspects