Who owns the WEALTH FINANCIAL SERVICES & TAX ADVISORY trademark?

The WEALTH FINANCIAL SERVICES & TAX ADVISORY trademark is owned by Wealth Financial Services & Tax Advisory.

What class is the WEALTH FINANCIAL SERVICES & TAX ADVISORY trademark registered in?

The WEALTH FINANCIAL SERVICES & TAX ADVISORY trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

What is the serial number for WEALTH FINANCIAL SERVICES & TAX ADVISORY?

The USPTO serial number for WEALTH FINANCIAL SERVICES & TAX ADVISORY is 99339356.

What is the registration number for WEALTH FINANCIAL SERVICES & TAX ADVISORY?

WEALTH FINANCIAL SERVICES & TAX ADVISORY is registered under USPTO registration number 8375651.

WEA

USPTO Trademark Record

REGISTERED

WEALTH FINANCIAL SERVICES & TAX ADVISORY

SN 99339356·Reg 8375651·Filed Aug 15, 2025

Owner Wealth Financial Services & Tax Advisory

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.

WEALTH FINANCIAL SERVICES & TAX ADVISORY (Serial No. 99339356), Registration No. 8375651, is a registered US trademark filed on Aug 15, 2025 by Wealth Financial Services & Tax Advisory. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

early section 8: August 04, 2032

Mark Intelligence

WEALTH FINANCIAL SERVICES & TAX ADVISORY (Reg. #8375651) is a registered US trademark that has been protecting its owner, Wealth Financial Services & Tax Advisory, since 2025. The mark covers Class 035 (Advertising, business management & retail services) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Aug 15, 2025

SERIAL

99339356

REG#

8375651

REGISTERED

Aug 04, 2026

Owner

Applicant

Wealth Financial Services & Tax Advisory

Entity

Corporation

State

Address

600 North Buffalo Grove Road, Suite 100, Buffalo Grove, IL, 60089

Country

Attorney

Law firm

Wealth Financial Services & Tax Advisory

Address

600 North Buffalo Grove Road, Suite 100, Buffalo Grove, IL 60089, United States

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Filing Information

StatusREGISTERED

Filing DateAug 15, 2025

Serial Number99339356

Registration No.8375651

Registration DateAug 04, 2026

Status DateAug 04, 2026

Published for OppositionMay 05, 2026

Mark TypeDesign with words

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Jan 01, 2013

First use in commerce: Jan 01, 2013

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 01, 2013

First use in commerce: Jan 01, 2013

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.

Status History

19 events

REGISTERED-PRINCIPAL REGISTER

Aug 04, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 04, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

Jul 15, 2026

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

EXTENSION OF TIME TO OPPOSE RECEIVED

Jun 04, 2026

EXTENSION OF TIME TO OPPOSE RECEIVED

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 08, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 06, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 06, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 06, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jan 07, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 07, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 07, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jan 02, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 31, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Dec 31, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Aug 15, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Aug 15, 2025

APPLICATION FILING RECEIPT MAILED

WEALTH FINANCIAL SERVICES & TAX ADVISORY

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