TRINITY WEALTH SECURITIES Trademark

Trademark Overview


On Friday, April 18, 2025, a trademark application was filed for TRINITY WEALTH SECURITIES with the United States Patent and Trademark Office. The USPTO has given the TRINITY WEALTH SECURITIES trademark a serial number of 99145250. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, October 28, 2025. This trademark is owned by AmeriLife Group, LLC. The TRINITY WEALTH SECURITIES trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Business planning; Business succession planning; Business strategic planning services

Providing on-line newsletters in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line non-downloadable articles in the field of finance, insurance, retirement, estates, and wealth management; On-line journals, namely, blogs featuring finance, insurance, retirement, estates, and wealth management; Providing online non-downloadable videos in the field of finance, insurance, retirement, estates, and wealth management

Insurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Consulting services in the field of employee benefit plans concerning insurance and finance
trinity wealth securities

General Information


Serial Number99145250
Word MarkTRINITY WEALTH SECURITIES
Filing DateFriday, April 18, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateTuesday, October 28, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 18, 2025

Trademark Statements


Goods and ServicesBusiness planning; Business succession planning; Business strategic planning services
Goods and ServicesProviding on-line newsletters in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line non-downloadable articles in the field of finance, insurance, retirement, estates, and wealth management; On-line journals, namely, blogs featuring finance, insurance, retirement, estates, and wealth management; Providing online non-downloadable videos in the field of finance, insurance, retirement, estates, and wealth management
NOT AVAILABLEWEALTH SECURITIES
Goods and ServicesInsurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Consulting services in the field of employee benefit plans concerning insurance and finance

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 18, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 18, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, April 18, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAmeriLife Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressClearwater, FL 33759

Trademark Events


Event DateEvent Description
Friday, April 18, 2025NEW APPLICATION ENTERED
Friday, April 18, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 18, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, August 6, 2025ASSIGNED TO EXAMINER
Saturday, August 9, 2025NON-FINAL ACTION WRITTEN
Saturday, August 9, 2025NON-FINAL ACTION E-MAILED
Saturday, August 9, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 10, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 10, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 10, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 17, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 17, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 17, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, October 18, 2025APPROVED FOR PUB - PRINCIPAL REGISTER