THE WEALTHY ENTREPRENEUR Trademark

Trademark Overview


On Friday, January 17, 2025, a trademark application was filed for THE WEALTHY ENTREPRENEUR with the United States Patent and Trademark Office. The USPTO has given the THE WEALTHY ENTREPRENEUR trademark a serial number of 99010985. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, September 17, 2025. This trademark is owned by Moakler Wealth Management Inc.. The THE WEALTHY ENTREPRENEUR trademark is filed in the Education & Entertainment Services category with the following description:

(Based on 44(e)) (Based on Use in Commerce) educational services, namely conducting seminars regarding financial planning services in the field of tax planning, estate planning, cash management, retirement planning and investment planning; educational services, namely conducting seminars in the nature of dinner seminars regarding financial planning services in the field of tax planning, estate planning, cash management, retirement planning and investment planning; (Based on Use in Commerce) money coaching services; coaching services in the field of managing personal finances; educational services, namely conducting seminars, talks in the nature of lectures, webinars, and speaking engagements in the nature of seminars regarding financial planning services in the field of tax planning, estate planning, insurance planning, cash management, retirement planning and investment planning; educational services, namely conducting seminars in the nature of dinner seminars regarding financial plan...
the wealthy entrepreneur

General Information


Serial Number99010985
Word MarkTHE WEALTHY ENTREPRENEUR
Filing DateFriday, January 17, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, September 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 7, 2025

Trademark Statements


Goods and Services(Based on 44(e)) (Based on Use in Commerce) educational services, namely conducting seminars regarding financial planning services in the field of tax planning, estate planning, cash management, retirement planning and investment planning; educational services, namely conducting seminars in the nature of dinner seminars regarding financial planning services in the field of tax planning, estate planning, cash management, retirement planning and investment planning; (Based on Use in Commerce) money coaching services; coaching services in the field of managing personal finances; educational services, namely conducting seminars, talks in the nature of lectures, webinars, and speaking engagements in the nature of seminars regarding financial planning services in the field of tax planning, estate planning, insurance planning, cash management, retirement planning and investment planning; educational services, namely conducting seminars in the nature of dinner seminars regarding financial planning services in the field of tax planning, estate planning, insurance planning, cash management, retirement planning and investment planning
NOT AVAILABLE"ENTREPRENEUR"

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSaturday, January 18, 2025
Primary Code041
First Use Anywhere DateMonday, March 30, 2009
First Use In Commerce DateWednesday, August 30, 2023

Trademark Owner History


Party NameMoakler Wealth Management Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMilton, Ontario L9T9A3
CA

Trademark Events


Event DateEvent Description
Friday, January 17, 2025NEW APPLICATION ENTERED
Friday, January 17, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, June 29, 2025ASSIGNED TO EXAMINER
Tuesday, July 15, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, August 6, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 6, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 6, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 9, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 15, 2025NON-FINAL ACTION E-MAILED
Tuesday, July 15, 2025NON-FINAL ACTION WRITTEN