SYSTEMS FOR LONG-TERM WEALTH Trademark
Trademark Overview
On Wednesday, February 5, 2025, a trademark application was filed for SYSTEMS FOR LONG-TERM WEALTH with the United States Patent and Trademark Office. The USPTO has given the SYSTEMS FOR LONG-TERM WEALTH trademark a serial number of 99029530. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, October 21, 2025. The SYSTEMS FOR LONG-TERM WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial investment brokerage services; Financial securities exchange services; Financial consultancy services; On-line financial planning services; Financial portfolio analysis services; Strategic financial advisory services; Financial risk assessment services; Financial credit rating services; Electronic financial trading services; Providing financial advisory services; Financial research and information services; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Strategic corporate financial advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial planning and investment advisory services; Financial services, namely, microfinance lending services; Financial brokerage services for cryptocurrency trading...
General Information
| Serial Number | 99029530 |
| Word Mark | SYSTEMS FOR LONG-TERM WEALTH |
| Filing Date | Wednesday, February 5, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 21, 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, August 26, 2025 |
Trademark Statements
| Goods and Services | Financial advisory services; Financial investment brokerage services; Financial securities exchange services; Financial consultancy services; On-line financial planning services; Financial portfolio analysis services; Strategic financial advisory services; Financial risk assessment services; Financial credit rating services; Electronic financial trading services; Providing financial advisory services; Financial research and information services; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Strategic corporate financial advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial planning and investment advisory services; Financial services, namely, microfinance lending services; Financial brokerage services for cryptocurrency trading; Financial services, namely, life insurance settlement services; Financial services, namely, loan default mitigation services; Financial affairs and monetary affairs, namely, financial information, management and analysis services |
| Pseudo Mark | SYSTEMS FOR LONGTERM 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 | Wednesday, February 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Ft Worth, TX 76109 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Ft Worth, TX 76109 |
Trademark Events
| Event Date | Event Description |
| Wednesday, February 5, 2025 | NEW APPLICATION ENTERED |
| Wednesday, February 5, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, July 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 15, 2025 | ASSIGNED TO EXAMINER |
| Thursday, July 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 20, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 26, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 26, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 21, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
