INVESTING WELL
Live / Applied — New application — not yet assigned to an examiner (as of 24 Dec 2025)
What this means for you
Not registered yet, but its 24 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
- 99564961
- Mark type
- Stylized text
- Filed
- 24 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
- Class 041 — Education and entertainment services: Education services, namely, providing classes, seminars, presentations, workshops, mentoring, and tutoring in the field of financial literacy and financial wealth management
Owner
- Five Talents Wealth Management, LLC, Canton, GA, US
Prosecution history
- 24 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 24 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 24 Dec 2025 — NEW APPLICATION ENTERED