WEALTHBOOK Trademark
Trademark Overview
On Thursday, June 19, 2025, a trademark application was filed for WEALTHBOOK with the United States Patent and Trademark Office. The USPTO has given the WEALTHBOOK trademark a serial number of 99242467. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Friday, June 5, 2026. This trademark is owned by Arlington Trust Company, LLC. The WEALTHBOOK trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Investment management
General Information
| Serial Number | 99242467 |
| Word Mark | WEALTHBOOK |
| Filing Date | Thursday, June 19, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Friday, June 5, 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | WEALTH BOOK |
| Goods and Services | Financial services, namely, wealth management services; Investment management |
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, June 19, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 4, 2019 |
| First Use In Commerce Date | Monday, November 4, 2019 |
Trademark Owner History
| Party Name | Arlington Trust Company, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35203
US |
Trademark Events
| Event Date | Event Description |
| Thursday, June 19, 2025 | NEW APPLICATION ENTERED |
| Thursday, June 19, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, October 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 6, 2025 | ASSIGNED TO EXAMINER |
| Saturday, November 22, 2025 | NON-FINAL ACTION WRITTEN |
| Saturday, November 22, 2025 | NON-FINAL ACTION E-MAILED |
| Saturday, November 22, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, February 19, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 19, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 19, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 16, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, March 16, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, March 16, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 3, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 3, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 3, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 5, 2026 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
