THEORY79 WEALTH DESIGN

Live / Allowed — Published for opposition (as of 17 Feb 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 29 Jul 2025 filing date already counts against anyone who files later.

Record

Serial number
99308970
Mark type
Stylized text
Filed
29 Jul 2025
Published for opposition
17 Feb 2026
Attorney of record
Christopher A. Proskey

Goods and services

  • Class 036 — Insurance and financial services: Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Family office services in the nature of financial wealth management services; Providing information in the field of wealth management for families and individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning; Estate trust planning; Providing information in the field of estate planning; Providing information in the field of estate planning for families and individuals; Financial risk management; Financial risk management consultation; Financial analysis; Providing financial information via a website; Financial analysis and consultation; Financial trust administration; Financial advice, namely, budget planning; Financial trust planning

Owner

Prosecution history

  • 17 Feb 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 17 Feb 2026 — PUBLISHED FOR OPPOSITION
  • 11 Feb 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 21 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 21 Jan 2026 — EXAMINER'S AMENDMENT ENTERED
  • 21 Jan 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 21 Jan 2026 — EXAMINERS AMENDMENT E-MAILED
  • 21 Jan 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 14 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 14 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 14 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 13 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 13 Dec 2025 — NON-FINAL ACTION E-MAILED
  • 13 Dec 2025 — NON-FINAL ACTION WRITTEN
  • 13 Dec 2025 — ASSIGNED TO EXAMINER

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