WEALTHNEST Trademark

Trademark Overview


On Friday, February 3, 2023, a trademark application was filed for WEALTHNEST with the United States Patent and Trademark Office. The USPTO has given the WEALTHNEST trademark a serial number of 97779961. The federal status of this trademark filing is REGISTERED as of Tuesday, February 27, 2024. This trademark is owned by Wealthnest Planners, LLC. The WEALTHNEST trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence
wealthnest

General Information


Serial Number97779961
Word MarkWEALTHNEST
Filing DateFriday, February 3, 2023
Status700 - REGISTERED
Status DateTuesday, February 27, 2024
Registration Number7314900
Registration DateTuesday, February 27, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 12, 2023

Trademark Statements


Pseudo MarkWEALTH NEST
Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 22, 2023
Primary Code036
First Use Anywhere DateThursday, January 10, 2013
First Use In Commerce DateThursday, January 10, 2013

Trademark Owner History


Party NameWealthnest Planners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChandler, AZ 85226

Party NameWealthnest Planners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChandler, AZ 85226

Party NameWealthnest Planners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChandler, AZ 85226

Trademark Events


Event DateEvent Description
Tuesday, February 27, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, February 27, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, December 12, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 12, 2023PUBLISHED FOR OPPOSITION
Wednesday, November 22, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, November 2, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 1, 2023ASSIGNED TO EXAMINER
Wednesday, February 22, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 7, 2023NEW APPLICATION ENTERED