SURE WEALTH Trademark
Trademark Overview
On Tuesday, November 5, 2024, a trademark application was filed for SURE WEALTH with the United States Patent and Trademark Office. The USPTO has given the SURE WEALTH trademark a serial number of 98837994. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, September 9, 2025. This trademark is owned by DYNACREATE SYNERGIC VENTURES, LLC. The SURE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial consulting and advisory services, namely, wealth management, tax-efficient financial retirement planning, and arranging and brokerage of private secured loans to commercial entities, secured by real property; insurance-based financial solutions for individuals and businesses, namely, life insurance consultation, insurance brokerage, and insurance agency services; all of the foregoing excluding investment banking, securities brokerage, trading, merger and acquisition advisory, and capital market underwriting services.
General Information
| Serial Number | 98837994 |
| Word Mark | SURE WEALTH |
| Filing Date | Tuesday, November 5, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, September 9, 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, September 9, 2025 |
Trademark Statements
| Goods and Services | Financial consulting and advisory services, namely, wealth management, tax-efficient financial retirement planning, and arranging and brokerage of private secured loans to commercial entities, secured by real property; insurance-based financial solutions for individuals and businesses, namely, life insurance consultation, insurance brokerage, and insurance agency services; all of the foregoing excluding investment banking, securities brokerage, trading, merger and acquisition advisory, and capital market underwriting services. |
| NOT AVAILABLE | "WEALTH" |
Classification Information
| 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 | Tuesday, November 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 23, 2022 |
| First Use In Commerce Date | Tuesday, June 28, 2022 |
Trademark Owner History
| Party Name | DYNACREATE SYNERGIC VENTURES, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Parkville, MO 64152 |
| Party Name | DYNACREATE SYNERGIC VENTURES, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Parkville, MO 64152 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 5, 2024 | NEW APPLICATION ENTERED |
| Tuesday, November 5, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 5, 2024 | APPLICATION FILING RECEIPT MAILED |
| Monday, March 31, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, April 23, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 23, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 3, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 9, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 9, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, April 23, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
