NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/30/2025
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Official data from USPTO
INCLUSIVE WEALTH MANAGEMENT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INCLUSIVE WEALTH MANAGEMENT
ST13
US500000090632960Class
36
Filing
90632960
Registration
7970892
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
26
Latest update
10/10/2025
Trademark type
Word
Nice classes
36
Filing date
04/08/2021
Registration date
09/30/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/30/2025
Last transaction
10/10/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
08/31/2009
First use in commerce
08/31/2009
Drawing code
4
Owner type
16
Owner location
Arlington, TX
Examiner
SANCHEZ RIVERA,MARIA C.
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Valentine Britt LLC
Representatives
Nathaniel St. Clair, II
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial portfolio management services for clients consisting of asset and wealth management; Financial servicesadvice relating to investmentsasset managementcash management; financial analysis and consultationfinancial planning consultationfinancial portfolio managementfinancial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocksmutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocksbondssecurities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust servicesinvestment and trust company services; insurance servicesunderwritingwriting property and casualty insurance; investment management of and distribution of annuities; investment servicesasset acquisitionconsultationdevelopment and management services; insurance brokerage
Publications
History of USPTO decisions and trademark events.
26 publications found
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
09/30/2025
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
09/03/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
09/03/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/03/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
09/03/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/03/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/05/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/05/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/05/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/06/2025
GNRT
NON-FINAL ACTION E-MAILED
05/06/2025
CNRT
NON-FINAL ACTION WRITTEN
05/06/2025
IUAA
USE AMENDMENT ACCEPTED
05/06/2025
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
06/09/2022
IUAF
USE AMENDMENT FILED
06/09/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/09/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/08/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/08/2022
EAAU
TEAS AMENDMENT OF USE RECEIVED
06/08/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/09/2021
GNRT
NON-FINAL ACTION E-MAILED
12/09/2021
CNRT
NON-FINAL ACTION WRITTEN
12/09/2021
DOCK
ASSIGNED TO EXAMINER
11/24/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/16/2021
NWAP
NEW APPLICATION ENTERED
04/12/2021
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