Legal Representation
Attorney
B. Anna McCoy
USPTO Deadlines
Application History
10 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 7, 2026 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jan 7, 2026 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jan 7, 2026 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Dec 31, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Dec 31, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Dec 31, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Dec 31, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 30, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 14, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 14, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Family office services in the nature of accounting services; Family office services in the nature of tax planning; Accounting services
Class 036
Financial advisory and consultancy services; Financial portfolio management; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial trust administration; Financial risk management consultation; Financial asset management; Estate planning; Financial planning and investment advisory services; Financial advice; Investment management; Bill payment services; Family office investment management services; Family office investment advisory services; Family office services in the nature of financial wealth management services
First Use Anywhere:
Aug 22, 2024
First Use in Commerce:
Aug 22, 2024
Additional Information
Design Mark
The mark consists of the words XXI WEALTH in a stylized format.
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH"