WEALTHBOOK

Live / Applied — Non-final action mailed (as of 16 Mar 2026)

What this means for you

Not registered yet, but its 19 Jun 2025 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
99242467
Mark type
Stylized text
Filed
19 Jun 2025
Attorney of record
MICHAEL SANDLIN DENNISTON

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Investment management

Owner

Prosecution history

  • 16 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 16 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 16 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 19 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 19 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 19 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 22 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 22 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 22 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 06 Nov 2025 — ASSIGNED TO EXAMINER
  • 27 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 19 Jun 2025 — APPLICATION FILING RECEIPT MAILED
  • 19 Jun 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy