NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
06/09/2026
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Official data from USPTO
WEALTH BEYOND MATH
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH BEYOND MATH
ST13
US500000098593500Class
36, 41
Filing
98593500
Registration
8296940
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
06/09/2026
Trademark type
Word
Nice classes
36, 41
Filing date
06/10/2024
Registration date
06/09/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/09/2026
Last transaction
06/09/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
03/18/2024
First use in commerce
03/18/2024
Drawing code
4
Owner type
16
Owner location
Austin, TX, US
Examiner
NUNLEY, CHRISTOPHER MICHAEL
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Wealth Beyond Math LLC
Representatives
AMIT KULKARNI
Technical classification
Nice Classes
Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advisory services relating to credit and debit controlinvestmentgrants and financing of loans; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial planningcreating personalized strategies for achieving financial independence; Financial risk management; Financial risk management consultation; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicescredit agencies featuring credit processingcredit checkingcredit analyzingfinancial reporting services; Financial servicescredit repair and restoration; Financial servicesdebt settlement; Financial servicesgold trading; Financial servicesinvestment fund transfer and transaction services; Financial servicesmoney lending; Financial servicesmortgage refinancing; Financial servicesreal estate note brokerage; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial serviceswealth management services; Financial trust administration; Financial administration of employee pension plans; Financial administration of investment portfolios; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro creditsmicro finance and energy products; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advisory and consultancy serviceswealth management; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analysis and research services; Financial calculation services for othersroyalty calculation; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consulting servicesexpert analysis in finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial due diligence services in the field of real estate; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer networkproviding information in the field of financial classification of companies and securities; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial servicesmortgage planning; Financial trust planning; Investment management; Investment of funds for others; Investment servicesasset acquisitionconsultationdevelopment and management services; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment management services in the field of acquiring joint ventures; Investment risk assessment services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Trust management accounts; Trust servicesinvestment and trust company services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Charitable fundraising services for promoting researcheducation and other activities relating to wealth management and financial independence; Estate trust management; Estate trust planning; Financial asset management; Financial investment servicesadministering the issuanceunderwriting and distribution of securities; Financial investment brokerage services; Financial management in the field of investment portfolios; Financial portfolio management; Financial services in the nature of an investment security; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment 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 servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; 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 trust operations; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Global investment research services; Informationadvisoryconsultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Private equity fund investment services; Providing financial risk management services for electronic funds transfercredit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Providing financial advisory services; Providing financial advisory services in the field of digital currency; Providing financial assessment services to clients; Providing financial consultation services to clients; Providing financial information services to clients; 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; Providing information in the field of financial planning; Providing information in the field of financial planning for creating personalized strategies for achieving financial independence; Providing information in the field of employee financial benefit plans; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Public equity investment management; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate funds investment services; Real estate investment trust services; Strategic financial advisory services; Strategic corporate financial advisory services
Class 41
Education servicesmentoring in the field of wealth management and financial independence; Education servicesone-on-one mentoring in the field of wealth management and financial independence; Education servicesone-on-one mentoring in the fields of wealth management and financial independence; Education servicesproviding career re-training lessonstutorials and seminars in the fields of wealth management and financial independence; Education servicesproviding live and on-line lessonstutorials and seminars in the field of wealth management and financial independence; Education servicesproviding mentoringtutoringclassesseminars and workshops in the field of wealth management and financial independence; Education servicesproviding non-downloadable webinars in the field of wealth management and financial independence; Education servicesproviding on-line lessonstutorials and seminars in the field of wealth management and financial independence; Education servicesproviding panel discussions in the field of wealth management and financial independence; Education servicesproviding tutorial sessions in the field of wealth management and financial independence; Education servicesproviding tutorial sessions in the fields of wealth management and financial independence; Education servicesproviding lessonstutorials and seminars in the field of wealth management and financial independence; Education servicesproviding lessonstutorials and seminars in the fields of wealth management and financial independence; Educational services in the nature of wealth management schools; Educational servicesconducting classesseminarsconferencesworkshopsretreatscamps and field trips in the field of wealth management and financial independence and distribution of training material in connection therewith; Educational servicesconducting informal on-line programs in the fields of wealth management and financial independenceprintable materials distributed therewith; Educational servicesconducting informal programs in the fields of wealth management and financial independenceusing on-line activities and interactive exhibitsprintable materials distributed therewith; Educational servicesconducting on line and telephonic instruction and courses in the field wealth management and financial independence; Educational servicesconducting on-line exhibitions and displays and interactive exhibits in the field of wealth management and financial independence; Educational servicesconducting programs in the field of wealth management and financial independence; Educational servicesconducting lessonstutorials and seminars in the fields of wealth management and financial independence and distribution of training materials in connection therewith; Educational servicesconducting lessonstutorials and seminars for businesses in the field of wealth management and financial independence; Educational servicesconducting lessonstutorials and seminars for individual clients in the field of wealth management and financial independence; Educational servicesconducting lessonstutorials and seminars in the field of wealth management and financial independence and distribution of training material in connection therewith; Educational servicesconducting lessonstutorials and seminars in the field of wealth management and financial independence and distribution of course materials in connection therewith in printed or electronic format; Educational servicesconducting lessonstutorials and seminars in the field of wealth management and financial independence and distribution of educational materials in connection therewith; Educational servicesconducting lessonstutorials and seminars in the field of wealth management and financial independence and distribution of course and educational materials in connection therewith; Educational servicesconducting lessonstutorials and seminars in the field of wealth management and financial independence and distribution of course material in connection therewith; Educational servicesdevelopingarrangingconducting educational conferences and programs and providing courses of instruction in the field of wealth management and financial independence; Educational servicesproviding on-line lessonstutorials and seminars in the field of wealth management and financial independence; Educational servicesproviding educational speakers in the field of wealth management and financial independence; Educational servicesproviding a continuing prerecorded audio program in the field of wealth management and financial independence accessible over the internet; Educational servicesproviding displays and exhibits in the field of wealth management and financial independence; Educational servicesproviding internships and apprenticeships in the field of wealth management and financial independence; Educational servicesproviding lessonstutorials and seminars in the fields of wealth management and financial independence; Educational and entertainment servicesproviding motivational and educational speakers; Educational and entertainment servicesproviding motivational speaking services in the field of wealth management and financial independence; Educational and entertainment servicesproviding speaking tours in the nature of live presentations by educational and motivational speakers; Training services in the field of wealth management and financial independence; Advisory services in the field of wealth management and financial independence training; Consulting services in the field of wealth management and financial independence training; Continuing education servicesproviding live and on-line continuing professional education seminars in the field of wealth management and financial independence; Entertainment servicesarranging and conducting of competitions in the field of wealth management and financial independence; Entertainment and educational servicesthe presentation of seminarslecturesworkshops and panel discussionsongoing television and radio talk shows all in the field of public interest concerning wealth management and financial independence; Event management services being organizing and conducting educational events in the field of wealth management and financial independence; Interactive on-line training services in the field of wealth management and financial independenceent and financial independence; Providing educational mentoring services and programs in the field of wealth management and financial independence; Providing a website featuring non-downloadable videos in the field of financial planning; Virtual training services in the field of wealth management and financial independence; Virtual training services in the field of wealth management and financial independence featuring interactive chat sessions
Publications
History of USPTO decisions and trademark events.
21 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
06/09/2026
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/16/2026
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/16/2026
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/05/2026
IUAF
USE AMENDMENT FILED
12/15/2025
EISU
TEAS STATEMENT OF USE RECEIVED
12/15/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
09/23/2025
TMBN
TTAB RELEASE CASE TO TRADEMARKS
08/13/2025
OP.T
OPPOSITION TERMINATED NO. 999999
08/13/2025
OP.D
OPPOSITION DISMISSED NO. 999999
08/13/2025
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
03/15/2025
OP.I
OPPOSITION INSTITUTED NO. 999999
02/21/2025
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
02/13/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/14/2025
PUBO
PUBLISHED FOR OPPOSITION
01/14/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/08/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/20/2024
DOCK
ASSIGNED TO EXAMINER
12/18/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/14/2024
NWAP
NEW APPLICATION ENTERED
06/10/2024
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