Who owns the OAK TRAIL WEALTH trademark?

The OAK TRAIL WEALTH trademark is owned by Shannon, William J..

What class is the OAK TRAIL WEALTH trademark registered in?

The OAK TRAIL WEALTH trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for OAK TRAIL WEALTH?

The USPTO serial number for OAK TRAIL WEALTH is 98347970.

What is the registration number for OAK TRAIL WEALTH?

OAK TRAIL WEALTH is registered under USPTO registration number 8061726.

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OAK

USPTO Trademark Record

REGISTERED

OAK TRAIL WEALTH

SN 98347970·Reg 8061726·Filed Jan 08, 2024

Owner Shannon, William J.

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

OAK TRAIL WEALTH (Serial No. 98347970), Registration No. 8061726, is a registered US trademark filed on Jan 08, 2024 by Shannon, William J.. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 09, 2031

Mark Intelligence

OAK TRAIL WEALTH (Reg. #8061726) is a registered US trademark that has been protecting its owner, Shannon, William J., since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jan 08, 2024

SERIAL

98347970

REG#

8061726

REGISTERED

Dec 09, 2025

Filing Information

StatusREGISTERED

Filing DateJan 08, 2024

Serial Number98347970

Registration No.8061726

Registration DateDec 09, 2025

Status DateDec 09, 2025

Published for OppositionOct 01, 2024

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 09, 2025

First use in commerce: Jan 09, 2025

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

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

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Status History

22 events

REGISTERED-PRINCIPAL REGISTER

Dec 09, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 09, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Nov 17, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Nov 17, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Oct 31, 2025

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Oct 31, 2025

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

May 22, 2025

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

May 22, 2025

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Nov 26, 2024

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Oct 01, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 01, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 11, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 23, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 14, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 14, 2024

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 14, 2024

TEAS/EMAIL CORRESPONDENCE ENTERED

PRIORITY ACTION E-MAILED

Aug 13, 2024

PRIORITY ACTION E-MAILED

PRIORITY ACTION WRITTEN

Aug 13, 2024

PRIORITY ACTION WRITTEN

NOTIFICATION OF PRIORITY ACTION E-MAILED

Aug 13, 2024

NOTIFICATION OF PRIORITY ACTION E-MAILED

ASSIGNED TO EXAMINER

Aug 05, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 26, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jan 09, 2024

NEW APPLICATION ENTERED

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