WEALTH INTERMEDIARY Trademark

Trademark Overview


On Friday, January 10, 2025, a trademark application was filed for WEALTH INTERMEDIARY with the United States Patent and Trademark Office. The USPTO has given the WEALTH INTERMEDIARY trademark a serial number of 98950364. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, January 10, 2025. This trademark is owned by Wealth Intermediary LLC. The WEALTH INTERMEDIARY trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting
wealth intermediary

General Information


Serial Number98950364
Word MarkWEALTH INTERMEDIARY
Filing DateFriday, January 10, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, January 10, 2025
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 ServicesFinancial consulting

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 10, 2025
Primary Code036
First Use Anywhere DateThursday, August 1, 2024
First Use In Commerce DateThursday, August 1, 2024

Trademark Owner History


Party NameWealth Intermediary LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMesa, AZ 85210

Trademark Events


Event DateEvent Description
Friday, January 10, 2025NEW APPLICATION ENTERED
Friday, January 10, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED