WEALTH ON PURPOSE FOR A LIFE WELL-LIVED Trademark
Trademark Overview
On Thursday, April 17, 2025, a trademark application was filed for WEALTH ON PURPOSE FOR A LIFE WELL-LIVED with the United States Patent and Trademark Office. The USPTO has given the WEALTH ON PURPOSE FOR A LIFE WELL-LIVED trademark a serial number of 99142048. The federal status of this trademark filing is REGISTERED as of Tuesday, July 21, 2026. This trademark is owned by CapSouth Partners, Inc.. The WEALTH ON PURPOSE FOR A LIFE WELL-LIVED trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; Investment management; Investment advice; Investment consultation; Investment consultation in the fields of corporate 401(k) plans; Financial planning; Financial services, namely, wealth management services; Financial planning for retirement; Financial retirement plan consulting services; Providing information in the field of finance
General Information
| Serial Number | 99142048 |
| Word Mark | WEALTH ON PURPOSE FOR A LIFE WELL-LIVED |
| Filing Date | Thursday, April 17, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 21, 2026 |
| Registration Number | 8359949 |
| Registration Date | Tuesday, July 21, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 14, 2025 |
Trademark Statements
| Goods and Services | Financial advice and consultancy services; Investment management; Investment advice; Investment consultation; Investment consultation in the fields of corporate 401(k) plans; Financial planning; Financial services, namely, wealth management services; Financial planning for retirement; Financial retirement plan consulting services; Providing information in the field of finance |
Classification Information
| 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 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 31, 2025 |
| First Use In Commerce Date | Thursday, July 31, 2025 |
Trademark Owner History
| Party Name | CapSouth Partners, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Dothan, AL 36301
US |
| Party Name | CapSouth Partners, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Dothan, AL 36301
US |
| Party Name | CapSouth Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dothan, AL 36301
US |
Trademark Events
| Event Date | Event Description |
| Thursday, April 17, 2025 | NEW APPLICATION ENTERED |
| Thursday, April 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 11, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 9, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, February 6, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Friday, February 6, 2026 | USE AMENDMENT FILED |
| Wednesday, June 3, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 30, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, June 30, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 21, 2026 | REGISTERED-PRINCIPAL REGISTER |
