SMALLWOOD WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, February 7, 2025, a trademark application was filed for SMALLWOOD WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SMALLWOOD WEALTH MANAGEMENT trademark a serial number of 99033119. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, November 4, 2025. This trademark is owned by Smallwood Wealth Investment Management, LLC. The SMALLWOOD WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial planning; Financial planning consultation; Investment management; Financial planning for retirement
Tax and taxation planning, advice, information and consultancy services
General Information
| Serial Number | 99033119 |
| Word Mark | SMALLWOOD WEALTH MANAGEMENT |
| Filing Date | Friday, February 7, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, November 4, 2025 |
| 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 | Tuesday, November 25, 2025 |
Trademark Statements
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| Goods and Services | Financial planning; Financial planning consultation; Investment management; Financial planning for retirement |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 7, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, November 1, 2014 |
| First Use In Commerce Date | Saturday, November 1, 2014 |
| 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 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 1, 2014 |
| First Use In Commerce Date | Saturday, November 1, 2014 |
Trademark Owner History
| Party Name | Smallwood Wealth Investment Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Red Bank, NJ 07701 |
Trademark Events
| Event Date | Event Description |
| Friday, February 7, 2025 | NEW APPLICATION ENTERED |
| Friday, February 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 7, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 17, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 21, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, July 21, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, July 21, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 14, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, October 14, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 14, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 14, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, October 15, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 24, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
