FIVE TALENTS WEALTH MANAGEMENT

Live / Applied — New application — not yet assigned to an examiner (as of 02 Dec 2025)

What this means for you

Not registered yet, but its 02 Dec 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
99525805
Mark type
Stylized text
Filed
02 Dec 2025
Attorney of record
Erica L. Tritt

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; Financial information and advisory services; Financial consultancy services; Financial planning; Estate planning; Financial planning for retirement; Financial risk management; Insurance risk management; Financial risk management consultation; Financial advice relating to tax; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning for higher education

Owner

Prosecution history

  • 02 Dec 2025 — APPLICATION FILING RECEIPT MAILED
  • 02 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 02 Dec 2025 — NEW APPLICATION ENTERED

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