Who owns the INVESTING WELL trademark?

The INVESTING WELL trademark is owned by Five Talents Wealth Management, LLC.

What is the serial number for INVESTING WELL?

The USPTO serial number for INVESTING WELL is 99564961.

What is the registration number for INVESTING WELL?

INVESTING WELL is registered under USPTO registration number 8314813.

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Home Search: INVESTING WELLINVESTING WELL #99564961

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Updated Oct 2, 2026·21 searches this week

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USPTO Trademark Record

REGISTERED

INVESTING WELL

Q: What class is the INVESTING WELL trademark registered in?

The INVESTING WELL trademark is registered in Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

SN 99564961·Reg 8314813·Filed Dec 24, 2025

Owner Five Talents Wealth Management, LLC

Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; entertainment; sporting and cultural activities.

INVESTING WELL (Serial No. 99564961), Registration No. 8314813, is a registered US trademark filed on Dec 24, 2025 by Five Talents Wealth Management, LLC. This trademark covers Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

early section 8: June 23, 2032

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Mark Intelligence

INVESTING WELL (Reg. #8314813) is a registered US trademark that has been protecting its owner, Five Talents Wealth Management, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services) and Class 041 (Education & entertainment services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; e.... The mark faced 1 opposition proceeding during prosecution.

FILED

Dec 24, 2025

SERIAL

99564961

REG#

8314813

REGISTERED

Jun 23, 2026

Filing Information

StatusREGISTERED

Filing DateDec 24, 2025

Serial Number99564961

Registration No.8314813

Registration DateJun 23, 2026

Status DateJun 23, 2026

Published for OppositionMay 05, 2026

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 16, 2007

First use in commerce: May 16, 2007

Financial, monetary and banking services; insurance services; real estate services.

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Sep 11, 2021

First use in commerce: Sep 11, 2021

Education; providing of training; entertainment; sporting and cultural activities.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

10 events

REGISTERED-PRINCIPAL REGISTER

Jun 23, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jun 23, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

May 05, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 05, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 29, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 09, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Apr 06, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Dec 24, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 24, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Dec 24, 2025

APPLICATION FILING RECEIPT MAILED

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