SMALL WEALTH MANAGEMENT EST. 1999 Trademark

Trademark Overview

On Wednesday, April 9, 2025, a trademark application was filed for SMALL WEALTH MANAGEMENT EST. 1999 with the United States Patent and Trademark Office. The USPTO has given the SMALL WEALTH MANAGEMENT EST. 1999 trademark a serial number of 99128576. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, October 6, 2025. The SMALL WEALTH MANAGEMENT EST. 1999 trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services
small wealth management est. 1999

General Information

Serial Number99128576
Word MarkSMALL WEALTH MANAGEMENT EST. 1999
Filing DateWednesday, April 9, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, October 6, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 28, 2025

Trademark Statements

Description of MarkThe mark consists of the words 'SMALL WEALTH MANAGEMENT.' The word 'SMALL' is in capitalized bolded letters. The words 'WEALTH' and 'MANAGEMENT' are capitalized and positioned below the word 'SMALL.' A stylized image of a horse is positioned above the word 'SMALL.' 'EST.' is positioned to the left of the horse and '1999' is positioned to the right of the horse.
Pseudo MarkSMALL WEALTH MANAGEMENT EST ONE THOUSAND NINE HUNDRED NINETY NINE
Pseudo MarkSMALL WEALTH MANAGEMENT EST NINETEEN NINETY NINE
Pseudo MarkSMALL WEALTH MANAGEMENT EST ONE NINE NINE NINE
Goods and ServicesFinancial services, namely, wealth management services
NOT AVAILABLE"WEALTH MANAGEMENT" and "EST. 1999"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 9, 2025
Primary Code036
First Use Anywhere DateFriday, March 14, 2025
First Use In Commerce DateFriday, March 14, 2025

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressLittle Rock, AR 72223

Trademark Events

Event DateEvent Description
Thursday, September 4, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 9, 2025NEW APPLICATION ENTERED
Wednesday, April 9, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, August 20, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, August 20, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 4, 2025ASSIGNED TO EXAMINER
Thursday, September 4, 2025NON-FINAL ACTION WRITTEN
Wednesday, September 24, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 24, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 24, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 24, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 4, 2025NON-FINAL ACTION E-MAILED

Related Keywords

management wealth small services namely financial