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 PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, September 22, 2025. 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, September 22, 2025 |
| 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, 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 | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | CapSouth Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dothan, AL 36301 |
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 |
