WEALTH LAWYER

Live / Applied — Non-final action mailed (as of 13 Jan 2026)

What this means for you

Not registered yet, but its 21 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
99560176
Mark type
Stylized text
Filed
21 Dec 2025
Attorney of record
Franco JOSEPH Tenerelli

Goods and services

  • Class 045 — Legal and security services: Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of wealth planning, asset protection, estate planning, tax planning, business structuring, and succession planning.

Owner

Prosecution history

  • 13 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 13 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 13 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 09 Jan 2026 — ASSIGNED TO EXAMINER
  • 21 Dec 2025 — APPLICATION FILING RECEIPT MAILED
  • 21 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 21 Dec 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy