WEALTHPRO FINANCIAL Trademark
Trademark Overview
On Wednesday, March 26, 2025, a trademark application was filed for WEALTHPRO FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the WEALTHPRO FINANCIAL trademark a serial number of 99104861. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 26, 2025. This trademark is owned by Tosetto, Darren M.. The WEALTHPRO FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Insurance and financial information and consultancy services; Financial risk management; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance brokerage; Investment risk assessment services; Consultancy services relating to insurance; Development of insurance policies for others; Providing counseling and consulting in the field of healthcare insurance benefits; Processing mortgage insurance policy refunds; Insurance brokerage services; Securities brokerage services; Financial investment brokerage services
General Information
| Serial Number | 99104861 |
| Word Mark | WEALTHPRO FINANCIAL |
| Filing Date | Wednesday, March 26, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, March 26, 2025 |
| 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
| Goods and Services | Insurance and financial information and consultancy services; Financial risk management; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance brokerage; Investment risk assessment services; Consultancy services relating to insurance; Development of insurance policies for others; Providing counseling and consulting in the field of healthcare insurance benefits; Processing mortgage insurance policy refunds; Insurance brokerage services; Securities brokerage services; Financial investment brokerage services |
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 | Wednesday, March 26, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Tosetto, Darren M. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85260 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 26, 2025 | NEW APPLICATION ENTERED |
| Wednesday, April 16, 2025 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Wednesday, April 16, 2025 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Wednesday, March 26, 2025 | APPLICATION FILING RECEIPT MAILED |
