WEALTH AND PURPOSE PODCAST Trademark
Trademark Overview
On Wednesday, February 19, 2025, a trademark application was filed for WEALTH AND PURPOSE PODCAST with the United States Patent and Trademark Office. The USPTO has given the WEALTH AND PURPOSE PODCAST trademark a serial number of 99046873. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Saturday, May 30, 2026. This trademark is owned by TFO Wealth Partners LLC. The WEALTH AND PURPOSE PODCAST trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Education & Entertainment Services categories with the following description:
Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, retirement planning, taxes, and family-run businesses
Downloadable podcasts in the field of finance, investing, wealth management, retirement planning, taxes, and family-run businesses
General Information
| Serial Number | 99046873 |
| Word Mark | WEALTH AND PURPOSE PODCAST |
| Filing Date | Wednesday, February 19, 2025 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Saturday, May 30, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| 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
| Goods and Services | Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, retirement planning, taxes, and family-run businesses |
| NOT AVAILABLE | PODCAST |
| Goods and Services | Downloadable podcasts in the field of finance, investing, wealth management, retirement planning, taxes, and family-run businesses |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 19, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, August 21, 2025 |
| First Use In Commerce Date | Thursday, August 21, 2025 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 19, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, August 21, 2025 |
| First Use In Commerce Date | Thursday, August 21, 2025 |
Trademark Owner History
| Party Name | TFO Wealth Partners LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Maumee, OH 43537
US |
| Party Name | TFO Wealth Partners LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Maumee, OH 43537
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, February 19, 2025 | NEW APPLICATION ENTERED |
| Wednesday, February 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 19, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 24, 2025 | ASSIGNED TO EXAMINER |
| Saturday, July 26, 2025 | NON-FINAL ACTION WRITTEN |
| Saturday, July 26, 2025 | NON-FINAL ACTION E-MAILED |
| Saturday, July 26, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 1, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, August 1, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, August 1, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, August 1, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, August 9, 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, November 4, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, February 5, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, May 30, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, February 5, 2026 | USE AMENDMENT FILED |
| Saturday, May 30, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
