WEALTH FINANCIAL SERVICES & TAX ADVISORY Trademark
Trademark Overview
On Thursday, April 4, 2024, a trademark application was filed for WEALTH FINANCIAL SERVICES & TAX ADVISORY with the United States Patent and Trademark Office. The USPTO has given the WEALTH FINANCIAL SERVICES & TAX ADVISORY trademark a serial number of 98485034. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Friday, October 18, 2024. The WEALTH FINANCIAL SERVICES & TAX ADVISORY trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial services, namely, wealth management services; Social security and Medicare claims administration and consulting services rendered to individuals
Tax preparation
General Information
| Serial Number | 98485034 |
| Word Mark | WEALTH FINANCIAL SERVICES & TAX ADVISORY |
| Filing Date | Thursday, April 4, 2024 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Friday, October 18, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of four small squares forming joined together to form a small circle in the middle and on its right is the word Wealth and below is the phrase financial services & tax advisory. |
| Goods and Services | Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial services, namely, wealth management services; Social security and Medicare claims administration and consulting services rendered to individuals |
| Indication of Colors claimed | The color(s) violet, orange, blue, green and black is/are claimed as a feature of the mark. |
| Goods and Services | Tax preparation |
| NOT AVAILABLE | "financial services & tax advisory" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 4, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 1, 2013 |
| First Use In Commerce Date | Tuesday, January 1, 2013 |
| 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 | Thursday, April 4, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2013 |
| First Use In Commerce Date | Tuesday, January 1, 2013 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Mundelein, IL 60060 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 4, 2024 | NEW APPLICATION ENTERED |
| Wednesday, September 11, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 18, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, September 11, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
