WEALTHKEEPER Trademark

Trademark Overview


On Monday, February 13, 2023, a trademark application was filed for WEALTHKEEPER with the United States Patent and Trademark Office. The USPTO has given the WEALTHKEEPER trademark a serial number of 97792831. The federal status of this trademark filing is REGISTERED as of Tuesday, February 13, 2024. This trademark is owned by Financial Wealth Solutions, Inc.. The WEALTHKEEPER trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth development and management, pension and retirement solutions, trust funding, small business financial planning and retirement plans, veterans benefits, and personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment fund transfer and transaction services; Advice on finance during retirement; Business finance procurement services; Facilitating and arranging for the financing of small businesses, life insurance policies...
wealthkeeper

General Information


Serial Number97792831
Word MarkWEALTHKEEPER
Filing DateMonday, February 13, 2023
Status700 - REGISTERED
Status DateTuesday, February 13, 2024
Registration Number7304582
Registration DateTuesday, February 13, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 28, 2023

Trademark Statements


Pseudo MarkWEALTH KEEPER
Goods and ServicesFinancial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth development and management, pension and retirement solutions, trust funding, small business financial planning and retirement plans, veterans benefits, and personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment fund transfer and transaction services; Advice on finance during retirement; Business finance procurement services; Facilitating and arranging for the financing of small businesses, life insurance policies, and trusts; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 2, 2023
Primary Code036
First Use Anywhere DateWednesday, February 1, 2023
First Use In Commerce DateWednesday, February 1, 2023

Trademark Owner History


Party NameFinancial Wealth Solutions, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCentennial, CO 80112

Party NameFinancial Wealth Solutions, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCentennial, CO 80112

Party NameFinancial Wealth Solutions, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCentennial, CO 80112

Trademark Events


Event DateEvent Description
Tuesday, February 13, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, February 13, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, November 28, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 28, 2023PUBLISHED FOR OPPOSITION
Wednesday, November 8, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, October 25, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 25, 2023ASSIGNED TO EXAMINER
Thursday, March 2, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 16, 2023NEW APPLICATION ENTERED