WEALTHSELECT Trademark

Trademark Overview

On Wednesday, July 16, 2025, a trademark application was filed for WEALTHSELECT with the United States Patent and Trademark Office. The USPTO has given the WEALTHSELECT trademark a serial number of 99286459. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, July 16, 2025. This trademark is owned by Wealthvest Marketing, Inc.. The WEALTHSELECT trademark is filed in the Insurance & Financial Services category with the following description:

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration
wealthselect

General Information

Serial Number99286459
Word MarkWEALTHSELECT
Filing DateWednesday, July 16, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, July 16, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesUnderwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 16, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWEALTHVEST LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressBOZEMAN, MT 59715
Party NameWealthvest Marketing, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBozeman, MT 59715

Trademark Events

Event DateEvent Description
Wednesday, July 16, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, October 1, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, July 16, 2025NEW APPLICATION ENTERED

Related Keywords

wealthselect investment administration annuities services namely account annuity management issuance underwriting