
| Serial Number | 99661915 |
| Word Mark | SHARPE WEALTH |
| Filing Date | Friday, February 20, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, February 20, 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 wealth management services; Providing information in the field of wealth management; Financial services, namely, wealth management services; Investment advice; Investment management; Investment advisory services; 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 planning and investment advisory services; Investment of funds for charitable purposes; Providing information regarding financial investment strategies; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Advice relating to investments; Financial management relating to investments; Information, advisory, consultancy and financial research services relating to finance and investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Advice on finance during retirement; Providing information in the field of finance; Providing information in the field of personal finance; Providing on-line news in the field of finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Individual retirement account services; Financial administration of retirement plans; Financial advice on retirement; Financial retirement plan consulting services; Financial advice relating to retirement |
| 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, February 20, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | QPS LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fontana, WI 53125 US |
| Party Name | Sharpe Wealth LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fontana, WI 53125 US |
| Event Date | Event Description |
| Friday, February 20, 2026 | NEW APPLICATION ENTERED |
| Friday, February 20, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 20, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 20, 2026 | APPLICATION FILING RECEIPT MAILED |