TEXAS WEALTH REPORT

Live / Applied — Non-final action mailed (as of 06 Jan 2026)

What this means for you

Not registered yet, but its 19 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
99344943
Mark type
Stylized text
Filed
19 Aug 2025
Attorney of record
DEBORAH L. LIVELY

Goods and services

  • Class 041 — Education and entertainment services: Educational and entertainment services, namely, a continuing program about financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax and tax planning advice accessible via television, video, and computer networks; Providing online non-downloadable videos in the field of financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax and tax planning advice; Entertainment services, namely, an ongoing series featuring financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax and tax planning advice provided through television, webcasts, computer networks, and non-downloadable videos; Providing a website featuring non-downloadable videos in the field of financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax and tax planning advice

Owner

Prosecution history

  • 31 Mar 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 31 Mar 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 06 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 06 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 06 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 31 Dec 2025 — ASSIGNED TO EXAMINER
  • 19 Aug 2025 — APPLICATION FILING RECEIPT MAILED
  • 19 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 19 Aug 2025 — NEW APPLICATION ENTERED

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