ULTRA TAX EFFICIENT WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, March 3, 2025, a trademark application was filed for ULTRA TAX EFFICIENT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ULTRA TAX EFFICIENT WEALTH MANAGEMENT trademark a serial number of 99065130. The federal status of this trademark filing is REGISTERED as of Tuesday, October 28, 2025. This trademark is owned by HENDERSHOTT WEALTH MANAGEMENT, LLC. The ULTRA TAX EFFICIENT WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Financial planning; Investment management; Estate planning
General Information
| Serial Number | 99065130 |
| Word Mark | ULTRA TAX EFFICIENT WEALTH MANAGEMENT |
| Filing Date | Monday, March 3, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 28, 2025 |
| Registration Number | 8002768 |
| Registration Date | Tuesday, October 28, 2025 |
| 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
| NOT AVAILABLE | "TAX" and "WEALTH MANAGEMENT" |
| Goods and Services | Financial services, namely, wealth management services; Financial planning; Investment management; Estate planning |
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, March 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 31, 2025 |
| First Use In Commerce Date | Friday, January 31, 2025 |
Trademark Owner History
| Party Name | HENDERSHOTT WEALTH MANAGEMENT, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Party Name | HENDERSHOTT WEALTH MANAGEMENT, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Party Name | HENDERSHOTT WEALTH MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
Trademark Events
| Event Date | Event Description |
| Monday, March 3, 2025 | NEW APPLICATION ENTERED |
| Monday, March 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 5, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, August 12, 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 |
| Tuesday, October 28, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 28, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
