WEALTH REALM Trademark

Trademark Overview


On Monday, April 3, 2023, a trademark application was filed for WEALTH REALM with the United States Patent and Trademark Office. The USPTO has given the WEALTH REALM trademark a serial number of 97870537. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, September 12, 2024. The WEALTH REALM trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial se...
wealth realm

General Information


Serial Number97870537
Word MarkWEALTH REALM
Filing DateMonday, April 3, 2023
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateThursday, September 12, 2024
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 ServicesAdvice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 26, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressEustis, FL 32736

Trademark Events


Event DateEvent Description
Monday, April 10, 2023TEAS REQUEST TO MAKE SPECIAL RECEIVED
Thursday, April 6, 2023NEW APPLICATION ENTERED
Wednesday, April 26, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 26, 2023ASSIGNED TO PETITION STAFF
Thursday, December 28, 2023ASSIGNED TO EXAMINER
Thursday, April 27, 2023REQUEST FOR SPECIAL HANDLING DENIED
Friday, December 29, 2023NON-FINAL ACTION WRITTEN
Friday, December 29, 2023NON-FINAL ACTION E-MAILED
Friday, December 29, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 22, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 22, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 22, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 29, 2024NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, March 29, 2024LETTER OF SUSPENSION E-MAILED
Monday, April 22, 2024TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Thursday, September 12, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 12, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 12, 2024ASSIGNED TO LIE
Friday, March 29, 2024SUSPENSION LETTER WRITTEN