WEALTH FINANCIAL SERVICES & TAX ADVISORY
Live / Applied — Non-final action mailed (as of 07 Jan 2026)
What this means for you
Not registered yet, but its 15 Aug 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
- 99339356
- Mark type
- Design + words
- Filed
- 15 Aug 2025
Goods and services
- Class 035 — Advertising and business services: Tax preparation
- Class 036 — Insurance and financial services: Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial services, namely, wealth management services; Social security and Medicare claims administration and consulting services rendered to individuals
Owner
- Wealth Financial Services & Tax Advisory, Buffalo Grove, IL, US
Prosecution history
- 07 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 07 Jan 2026 — NON-FINAL ACTION E-MAILED
- 07 Jan 2026 — NON-FINAL ACTION WRITTEN
- 02 Jan 2026 — ASSIGNED TO EXAMINER
- 31 Dec 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 31 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Aug 2025 — APPLICATION FILING RECEIPT MAILED
- 15 Aug 2025 — NEW APPLICATION ENTERED