WEALTH FINANCIAL SERVICES & TAX ADVISORY Trademark
Trademark Overview
On Friday, August 15, 2025, 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 99339356. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, August 15, 2025. This trademark is owned by Wealth Financial Services & Tax Advisory. 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 | 99339356 |
| Word Mark | WEALTH FINANCIAL SERVICES & TAX ADVISORY |
| Filing Date | Friday, August 15, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, August 15, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the word "Wealth" in large black stylized font with a design of four adjacent colored squares to the left of the word. The top left square is purple, the top right square is orange, the bottom left square is blue, and the bottom right square is green. Below the word "Wealth" are the words "Financial Services & Tax Advisory" in smaller black font, with the ampersand symbol "&" in purple. |
| 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) purple, blue, green, orange and black is/are claimed as a feature of the mark. |
| Goods and Services | Tax preparation |
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 | Friday, August 15, 2025 |
| 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 | Friday, August 15, 2025 |
| 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 | Wealth Financial Services & Tax Advisory |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Buffalo Grove, IL 60089 |
Trademark Events
| Event Date | Event Description |
| Friday, August 15, 2025 | NEW APPLICATION ENTERED |
| Friday, August 15, 2025 | APPLICATION FILING RECEIPT MAILED |
