Legal Representation
Attorney
Rachel Moore
USPTO Deadlines
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 24, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Oct 24, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Oct 24, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Oct 24, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 23, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| May 1, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| May 1, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Professional business consulting; Business management consultancy and advisory services; Business acquisition and merger consultation; Business assistance, advisory and consulting services in the field of ownership transition, succession planning, and other exit planning strategies
First Use Anywhere:
Apr 15, 2025
First Use in Commerce:
Apr 15, 2025
Class 036
Financial services, namely, wealth management services; Financial advice and consultancy services; Financial planning; Insurance consultancy; Financial portfolio management; Financial planning for retirement; Investment consultation; Investment advice; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations
First Use Anywhere:
Apr 15, 2025
First Use in Commerce:
Apr 15, 2025
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
No claim is made to the exclusive right to use Wealth, apart from the mark as shown.