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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, March 2, 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
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateMonday, March 2, 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
US

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
Monday, March 2, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 2, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 2, 2026TEAS/EMAIL CORRESPONDENCE ENTERED

Related Keywords


agent wealth advice investment