WEALTHBAY FINANCIAL Trademark
Trademark Overview
On Friday, November 21, 2025, a trademark application was filed for WEALTHBAY FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the WEALTHBAY FINANCIAL trademark a serial number of 99509373. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, April 28, 2026. This trademark is owned by WealthPoint Financial LLC. The WEALTHBAY FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Investment management; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, wealth management services and insurance planning
General Information
| Serial Number | 99509373 |
| Word Mark | WEALTHBAY FINANCIAL |
| Filing Date | Friday, November 21, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 28, 2026 |
| 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, April 28, 2026 |
Trademark Statements
| Pseudo Mark | WEALTH BAY FINANCIAL |
| NOT AVAILABLE | "FINANCIAL" |
| Goods and Services | Financial planning and investment advisory services; Investment management; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, wealth management services and insurance planning |
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 | Friday, November 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | WealthPoint Financial LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Green Bay, WI 54311
US |
| Party Name | WealthPoint Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Green Bay, WI 54311
US |
Trademark Events
| Event Date | Event Description |
| Friday, November 21, 2025 | NEW APPLICATION ENTERED |
| Friday, November 21, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 27, 2026 | ASSIGNED TO EXAMINER |
| Monday, March 30, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, March 30, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, March 30, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 30, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, March 30, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Monday, March 30, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, March 30, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Monday, March 30, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 22, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 28, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 28, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
