WEALTH AGENT Trademark

Trademark Overview

On Monday, September 8, 2025, a trademark application was filed for WEALTH AGENT with the United States Patent and Trademark Office. The USPTO has given the WEALTH AGENT trademark a serial number of 99379601. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, February 10, 2026. The WEALTH AGENT trademark is filed in the Insurance & Financial Services category with the following description:

Investment advice
wealth agent

General Information

Serial Number99379601
Word MarkWEALTH AGENT
Filing DateMonday, September 8, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, February 10, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesInvestment advice

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 8, 2025
Primary Code036
First Use Anywhere DateThursday, May 24, 2012
First Use In Commerce DateThursday, May 24, 2012

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressCollegeville, PA 19426

Trademark Events

Event DateEvent Description
Monday, September 8, 2025NEW APPLICATION ENTERED
Monday, September 8, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 8, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, January 21, 2026ASSIGNED TO EXAMINER
Tuesday, February 10, 2026NON-FINAL ACTION WRITTEN
Tuesday, February 10, 2026NON-FINAL ACTION E-MAILED
Tuesday, February 10, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

agent wealth advice investment