WEALTH X Trademark

Trademark Overview


On Friday, December 29, 2023, a trademark application was filed for WEALTH X with the United States Patent and Trademark Office. The USPTO has given the WEALTH X trademark a serial number of 98336082. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Saturday, June 22, 2024. This trademark is owned by The Policy Shop LLC. The WEALTH X trademark is filed in the Insurance & Financial Services category with the following description:

Insurance consulting in the field of indexed universal life insurance; Financial services, namely, wealth management services; Providing information in the field of wealth management
wealth x

General Information


Serial Number98336082
Word MarkWEALTH X
Filing DateFriday, December 29, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateSaturday, June 22, 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 ServicesInsurance consulting in the field of indexed universal life insurance; Financial services, namely, wealth management services; Providing information in the field of wealth management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, December 29, 2023
Primary Code036
First Use Anywhere DateFriday, June 23, 2023
First Use In Commerce DateFriday, June 23, 2023

Trademark Owner History


Party NameThe Policy Shop LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDelray Beach, FL 33483

Trademark Events


Event DateEvent Description
Friday, December 29, 2023NEW APPLICATION ENTERED
Saturday, June 22, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, June 22, 2024NON-FINAL ACTION E-MAILED
Saturday, June 22, 2024NON-FINAL ACTION WRITTEN
Tuesday, June 18, 2024ASSIGNED TO EXAMINER
Sunday, April 14, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED