| Serial Number | 99868317 |
| Word Mark | RATE WEALTH |
| Filing Date | Friday, June 5, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, June 5, 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 | NOT AVAILABLE |
| Goods and Services | Financial consulting; Financial advice; Financial planning; Financial loan consultation; Investment advice; Student loan services; Loan origination services specializing in student loans; Financial advisory services rendered using artificial intelligence (AI) |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for use in financial planning and management and management of financial assets and debts; Software as a service (SAAS) services featuring software for use in financial planning and management and management of financial assets and debts |
| Section 2(f) Limitation Statement | RATE |
| Goods and Services | Downloadable software in the nature of a mobile application for use in financial planning and management and management of financial assets and debts |
| NOT AVAILABLE | "WEALTH" |
| 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 | Friday, June 5, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Friday, June 5, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 5, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Guaranteed Rate, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60613 US |
| Event Date | Event Description |
| Friday, June 5, 2026 | NEW APPLICATION ENTERED |
| Friday, June 5, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 5, 2026 | APPLICATION FILING RECEIPT MAILED |