NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/30/2025
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Official data from USPTO
WEALTH REALM
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH REALM
ST13
US500000097870537Class
36
Filing
97870537
Registration
7969444
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
10/14/2025
Trademark type
Word
Nice classes
36
Filing date
04/03/2023
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
10/14/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
11/07/2015
First use in commerce
11/07/2015
Drawing code
4
Owner type
01
Owner location
Eustis, FL
Examiner
DIXON,JENNIFER HAZARD
Law office
M10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
J. A. (pessoa física)
Representatives
Jeffrey Ackler
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial planning and investment advisory services; Informationadvisoryconsultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others
Publications
History of USPTO decisions and trademark events.
38 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
09/30/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/08/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/08/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/07/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/07/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/03/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/03/2025
GNRT
NON-FINAL ACTION E-MAILED
07/03/2025
CNRT
SU - NON-FINAL ACTION - WRITTEN
07/03/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/16/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/16/2025
IUAF
USE AMENDMENT FILED
03/18/2025
EISU
TEAS STATEMENT OF USE RECEIVED
03/18/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/18/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/21/2025
PUBO
PUBLISHED FOR OPPOSITION
01/21/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/15/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/29/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/12/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/12/2024
ALIE
ASSIGNED TO LIE
09/12/2024
ERSI
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
04/22/2024
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
03/29/2024
GNSL
LETTER OF SUSPENSION E-MAILED
03/29/2024
CNSL
SUSPENSION LETTER WRITTEN
03/29/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/22/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/22/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/22/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/29/2023
GNRT
NON-FINAL ACTION E-MAILED
12/29/2023
CNRT
NON-FINAL ACTION WRITTEN
12/29/2023
DOCK
ASSIGNED TO EXAMINER
12/28/2023
RSHD
REQUEST FOR SPECIAL HANDLING DENIED
04/27/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/26/2023
APET
ASSIGNED TO PETITION STAFF
04/26/2023
TRMS
TEAS REQUEST TO MAKE SPECIAL RECEIVED
04/10/2023
NWAP
NEW APPLICATION ENTERED
04/06/2023
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