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Official data from USPTO

EXPOUND 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

EXPOUND WEALTH MANAGEMENT

ST13

US500000098146736

Class

36

Filing

98146736

Registration

7479675

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

17

Latest update

06/23/2026

Trademark type

Word

Nice classes

36

Filing date

08/23/2023

Registration date

08/20/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

08/20/2024

Last transaction

06/23/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

10/26/2023

First use in commerce

10/26/2023

Drawing code

4

Owner type

16

Owner location

Prosper, TX, US

Examiner

STEIN, JAMES W

Law office

L70

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Insightful Solutions Group, LLC

Representatives

Zachary W. Hilton BROWN FOX PLLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consulting; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningcreating personalized strategies for achieving financial independence; Financial portfolio management; Financial risk management; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial serviceswealth management services; Insurance consultation; Investment advice; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

17 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/19/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/19/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

06/19/2026

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

08/20/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

08/20/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/04/2024

PUBO

PUBLISHED FOR OPPOSITION

06/04/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/15/2024

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

04/30/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/29/2024

IUAA

USE AMENDMENT ACCEPTED

04/29/2024

DOCK

ASSIGNED TO EXAMINER

04/23/2024

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

10/31/2023

IUAF

USE AMENDMENT FILED

10/31/2023

EAAU

TEAS AMENDMENT OF USE RECEIVED

10/30/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/24/2023

NWAP

NEW APPLICATION ENTERED

08/26/2023

Continuous trademark protection

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