PROTOCOL WEALTH

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 28 Oct 2025 filing date already counts against anyone who files later.

Record

Serial number

99466199

Mark type

Stylized text

Filed

28 Oct 2025

Registered

14 Apr 2026

Goods and services

• Class 036 — Insurance and financial services: Financial planning; On-line financial planning services; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning for retirement; Financial trust planning; Investment management; Public equity investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial management relating to investments; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Investment advice; Investment consultation; Investment advisory services; Fund investment consultation; Investment by electronic means; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for decentralized finance (DeFi); Providing information regarding financial investment strategies for blockchain related protocols and cryptocurrencies; Investment advice in the fields of digital assets

Owner

• Protocol Wealth LLC, Denver, CO, US

Prosecution history

• 21 Mar 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
• 18 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 18 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 18 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 18 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 18 Mar 2026 — NON-FINAL ACTION E-MAILED
• 18 Mar 2026 — NON-FINAL ACTION WRITTEN
• 14 Mar 2026 — ASSIGNED TO EXAMINER
• 13 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 23 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 23 Feb 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 23 Feb 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 28 Oct 2025 — APPLICATION FILING RECEIPT MAILED
• 28 Oct 2025 — NEW APPLICATION ENTERED