J3 WEALTH MANAGEMENT

Live / Applied — Final refusal mailed (as of 29 Jan 2026)

What this means for you

Not registered yet, but its 12 Mar 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97834832
Mark type
Stylized text
Filed
12 Mar 2023
Attorney of record
Berkley Sweetapple

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; Financial planning; Financial services, namely, wealth management services; Insurance consultation; Investment management; Financial services, namely, money lending

Owner

Prosecution history

  • 01 Apr 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 31 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 31 Mar 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 29 Jan 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 29 Jan 2026 — FINAL REFUSAL E-MAILED
  • 29 Jan 2026 — FINAL REFUSAL WRITTEN
  • 04 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 04 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 04 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 07 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Aug 2025 — NON-FINAL ACTION E-MAILED
  • 07 Aug 2025 — NON-FINAL ACTION WRITTEN
  • 15 Jul 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
  • 18 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 18 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

View this trademark record on Marksy