WEALTH36Q°
Live / Applied — New application — not yet assigned to an examiner (as of 07 Jan 2026)
What this means for you
Not registered yet, but its 07 Jan 2026 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
- 99582628
- Mark type
- Stylized text
- Filed
- 07 Jan 2026
- Attorney of record
- B. Anna McCoy
Goods and services
- Class 035 — Advertising and business services: Tax preparation; Tax consultation; Tax and taxation planning, advice, information and consultancy services; accounting services related to tax planning; business consultation services for individuals and businesses in the fields of tax, tax compliance, tax planning, accounting, tax outsourcing; advisory services regarding tax compliance
- Class 036 — Insurance and financial services: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
Owner
- Quotient Wealth Partners, LLC, Dallas, TX, US
Prosecution history
- 10 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 07 Jan 2026 — NEW APPLICATION ENTERED