| Serial Number | 97870537 |
| Word Mark | WEALTH REALM |
| Filing Date | Monday, April 3, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 7969444 |
| Registration Date | Tuesday, September 30, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 21, 2025 |
| Goods and Services | 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 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" |
| 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 | Wednesday, April 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 7, 2015 |
| First Use In Commerce Date | Saturday, November 7, 2015 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Eustis, FL 32736 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Eustis, FL 32736 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Eustis, FL 32736 |
| Event Date | Event Description |
| Wednesday, April 26, 2023 | ASSIGNED TO PETITION STAFF |
| Thursday, April 6, 2023 | NEW APPLICATION ENTERED |
| Monday, April 10, 2023 | TEAS REQUEST TO MAKE SPECIAL RECEIVED |
| Wednesday, April 26, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 28, 2023 | ASSIGNED TO EXAMINER |
| Thursday, April 27, 2023 | REQUEST FOR SPECIAL HANDLING DENIED |
| Friday, December 29, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, December 29, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, December 29, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 22, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 22, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 22, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 29, 2024 | LETTER OF SUSPENSION E-MAILED |
| Friday, March 29, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Friday, March 29, 2024 | SUSPENSION LETTER WRITTEN |
| Thursday, September 12, 2024 | ASSIGNED TO LIE |
| Monday, April 22, 2024 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Thursday, September 12, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 12, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, December 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 15, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 21, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 21, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 18, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, June 16, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, June 16, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, July 3, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, July 3, 2025 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, July 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 3, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 18, 2025 | USE AMENDMENT FILED |
| Tuesday, March 18, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Monday, July 7, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 7, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 8, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 30, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 30, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Monday, September 8, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |