THE WEALTH INFORMATION LADY Trademark
Trademark Overview
On Thursday, September 4, 2025, a trademark application was filed for THE WEALTH INFORMATION LADY with the United States Patent and Trademark Office. The USPTO has given the THE WEALTH INFORMATION LADY trademark a serial number of 99375448. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, February 18, 2026. This trademark is owned by Schulfer & Associates, LLC. The THE WEALTH INFORMATION LADY trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Financial advisory services; Financial wealth management services
Writing of articles for periodicals other than for advertising or publicity; On-line journals, namely, blogs featuring Wealth management, Financial planning, Retirement planning, Investments
General Information
| Serial Number | 99375448 |
| Word Mark | THE WEALTH INFORMATION LADY |
| Filing Date | Thursday, September 4, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, February 18, 2026 |
| Registration Number | 0000000 |
| Registration Date | Tuesday, March 10, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advisory services; Financial wealth management services |
| Goods and Services | Writing of articles for periodicals other than for advertising or publicity; On-line journals, namely, blogs featuring Wealth management, Financial planning, Retirement planning, Investments |
| 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 | Thursday, September 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 30, 2024 |
| First Use In Commerce Date | Saturday, March 30, 2024 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 4, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, March 30, 2024 |
| First Use In Commerce Date | Saturday, March 30, 2024 |
Trademark Owner History
| Party Name | Schulfer & Associates, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Stevens Point, WI 54481
US |
Trademark Events
| Event Date | Event Description |
| Thursday, September 4, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 4, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, January 21, 2026 | ASSIGNED TO EXAMINER |
| Monday, January 26, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, January 26, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, January 26, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 12, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, February 12, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 12, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 12, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, February 12, 2026 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
