NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/30/2025
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Official data from USPTO
EN+ WEALTH
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
10/14/2025
Trademark type
Word
Nice classes
36
Filing date
10/15/2024
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
First use anywhere
2024-01-00
First use in commerce
2024-01-00
Drawing code
4
Owner type
01
Owner location
MUNSTER, IN
Examiner
LOVELACE,JAMES B
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
J. C. (pessoa física)
X. W. (pessoa física)
Representatives
JI CHENG
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Leveraged buy outs and investments in financially distressed or underperforming companies; Financial analysis and consultation; Electronic financial trading services; Financial administration of health reimbursement arrangements; Financial servicesinvestment fund transfer and transaction services; Financial analysis; Financial analysis and research services; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Charitable servicesproviding financial support to disadvantaged patients for the purpose of facilitating good health; Financial servicesloan default mitigation services; Assuming financial risk of others by entering into options and swaps; Financial valuation of intellectual property assets; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial management; Financial serviceselectronic remote check deposit services; Financial exchange of cryptocurrency; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; On-line financial planning services; Providing a web site featuring the ratingsreviews and recommendations on stocksbondsmutual funds and other financial instruments posted by users; Financial advisory and consultancy services relating to micro creditsmicro finance and energy products; Financial advisory services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Charitable fundraising services using proceeds from CDsto provide foodblanketsshelterother relief materialsbloodfinancial assistance to victims of diseases and disasters in the United States; Financial consultation in the field of cryptocurrency; Financial servicescommodity trading and managed futures advisory and management services; Financial loan consultation; Financial planningthe creation of personalized strategies to achieve financial independence; Financial servicesdebt settlement; Financial servicesthe purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial exchange of cryptocurrency via decentralized exchanges (DEXs); Financial investment brokerage; Financial valuation of personal property and real estate; Charitable servicesproviding financial assistance to meet the physicalpsychologicalsocial and other special needs of disabled persons; Providing financial assistance for rent and utilitiesfoodtravelprescription cost and other necessities of life; Financial advicebudget planning; Financial consultancy services in the area of healthcare; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial appraisals in responding to requests for proposals (RFPs); Financial planning and investment advisory services; Providing information and research in the field of finance and financial investments; Financial brokerage services for cryptocurrency trading; Charitable servicesproviding financial assistance to meet the physicalpsychologicalsocial and other special needs of children; Financial advisory services rendered using artificial intelligence (AI); Financial servicesestate settlement services; Providing financial information in the field of decentralized finance (DeFi); Financial investment brokerage services; Financial guarantee and surety; Financial servicesconducting a securities and derivatives exchange; Financial appraisals in responding to calls for tenders; Financial trading of virtual currency; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Providing an Internet website portal featuring financial appraisal data for investment products; Financial trust planning; Financial exchange; Financial research in the field of financial instruments; Financial servicescredit agencies featuring credit processingcredit checkingcredit analyzingfinancial reporting services; Provision and financial administration of a debit card savings program; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; College counseling servicesassisting students in applying for scholarships and financial aid; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial portfolio management; Charitable foundation servicesproviding financial support to individuals who are seeking to be with family during the holidays but are unable due to financial constraints; Online financial consultancy rendered in virtual environments; Financial servicesdealing in securities as a market maker and in trading commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Providing financial information; Financial advice and consultancy services; Financial servicesmoney lending; Financial services in the nature of precious metals trading; Financial servicesproviding information in the fields of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financially-guaranteed financing; Financial advice; Financial valuations; Providing information on government financial assistance programs; Financial management via the Internet; Conducting financial feasibility studies; Financial investment analysis and stock research; Providing financial advisory services; Credit and financial consultation; 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 consulting in the field of real estate note brokerage; Financial valuation of diamonds; Financial consultancy; Financial consulting and advising in the field of mergers and acquisitions; Strategic corporate financial advisory services; Providing information regarding financial investment strategies; Providing financial information in the field of virtual currency; Financial administration of employee pension plans; Financial servicesconducting an online exchange of interest rate products via the internet and intranet systems; Financial servicescorporate workoutdebt restructuringreceivershiploan resolution for commercial loans; Financial customs brokerage services; Financial servicesvehicle title loans; Financial credit rating services; Providing investors with financial information; Financial evaluation for insurance purposes; Financial servicesfunding research awards in the field of energy; Financial retirement plan consulting services; Financial credit scoring services; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial risk management; Financial servicesbusiness fundraising provided over a computer network such as the Internet; Financial serviceslife insurance settlement services; Providing financial informationnewscommentary in the field of political campaigns; Financial trust administration; Providing information in the field of financial appraisals via a website; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial advice relating to income tax; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial management of reimbursement payments for others; Providing a web site featuring personal financial information and financial advice; Financial investment servicesadministering the issuanceunderwriting and distribution of securities; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing financial information via a web site; Financial servicesraising money for the hedge funds of others; Financial trust operations; Financial management of employee pension plans; Financial administration of a scholarship program that promotes education through the granting of scholarshipsthe recipients being selected in localstate and national contests based on such facts as scholasticstalentpoise and fitness; Financial calculation services for othersroyalty calculation; Financial advisory and consultancy services; Electronic financial service for the purchase of savings bonds; Financial consultancy for lottery winners; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Consultation services in the field of financial management of yacht operations; Financial administration of pharmacy reimbursement programs and services; Financial exchange of virtual currency; 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 consulting services in the field of planned giving for non-profit and charitable organizations; Financial administration of medication reimbursement programs and services; Providing information in the field of financial planning; Providing financial information in the field of cryptocurrency; News reporting services in the field of financial news; Financial servicesarranging of modified loan terms designed to prevent home foreclosure; Financial information processing; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; Financial consultation in the field of fuelsdiesel fuelbiofuel and biodiesel fuel; Provision of financial information relating to the finance industry involved in environmentally focused investments; Financial research and equity research brokerage services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial consultation; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial counseling serviceshelping others build a better working relationship with their money; Financial services rendered in connection with the issuancereceipt and transfer of lines of creditcredit processing services; Financial information and evaluations; Financial forecasting; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial consultancy and insurance consultancy; Financial assessment of company credit; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Providing emergency financial assistance for individuals and families; Financial information in the nature of rates of exchange; Charitable foundation servicesproviding financial assistance for programs and services of others; Financial planning; 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 servicesmortgage refinancing; Financial servicesdebt resolution services in the nature of debt settlement and elimination; Financial information provided by electronic means; Financial planning consultation; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial administration of scholarship programs; Clearing-housesfinancial; Financial servicesmortgage planning; Financial servicesproviding on-line stored value accounts in an electronic environment; Financial servicesloss mitigation services for under- or non-performing mortgage loans; Financial data analysis; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial due diligence; Charitable servicesproviding financial support to people from disadvantaged countries for the purpose of facilitating educational opportunities; Financial restructuring services; Providing on-line financial calculators; Financial due diligence services in the field of real estate; Financial consulting; Financial planning for retirement; Financial clearing houses; Monitoring financial markets for investment purposes; Charitable servicesproviding financial support to disadvantaged individuals in the United States and other countries for the purpose of facilitating healthwellness and economic development; Financial exchange of cryptocurrency via crypto swapping; Financial trading of cryptocurrency; Financial research; Financial consultancy relating to civil infrastructure investment; Financial servicesfunding online cash accounts from prepaid cash cardsbank accounts and credit card accounts; Financial securities exchange services; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial planningtaxretirementestate; College consulting servicesassisting students in applying for scholarships and financial aid; Provision of financial information; Financial transaction servicesproviding secure commercial transactions and payment options; Financial consulting servicesadvising others regarding intellectual property investments; Business liquidation servicesfinancial; Financial evaluation of real estate; Providing financial risk management services for electronic funds transfercredit and debit card and electronic check transactions via a global computer network; Informationadvisoryconsultancy and financial research services relating to finance and investments; Providing financial information via a website; Financial guarantee assessment services; Financial analyses; 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; Financial clearing; Providing information in the field of employee financial benefit plans; Financial portfolio analysis services; Providing financial information in the field of digital currency; Financial servicesproviding for the exchange of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Providing information in the field of financial stock and equity markets; Financial information; Financial evaluation of development costs relating to the oilgas and mining industries; Financial servicessavings programs for youths; Financial consultancy services; Providing financial advice via a website; Financial risk assessment services; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Strategic financial advisory services; Financial servicesgold trading; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial exchange of digital currency; Financial servicesraising debt and equity capital for others; Financial administration of retirement plans; Providing an internet website portal in the field of financial transaction and payment processing services; 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 transaction servicesproviding secure commercial transactions and payment options using a mobile device at a point of sale; Financial serviceswealth management services; Financial servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial services in the nature of an investment security; Charitable foundation servicesproviding fundraising activitiessupplemental fundingcapital improvement fundingscholarships and financial assistance for programs and services of others; Providing financial information and financial advice via a website; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; On-line trading of financial instrumentssharesoptions and other derivative products; Providing financial assessments of damages after a disaster; Financial guarantees; Financial risk management consultation; Financial research and information services; Insurance and financial information and consultancy services; Clearing and reconciling financial transactions via a global computer network; Providing post-compliance financial reviews for the mortgage industry; Providing financial advisory services in the field of virtual currency; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Providing financial advisory services in the field of digital currency; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Financial servicesbusiness fundraising for others; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Provision of a financial exchange for the trading of securitiesshares and options and other derivative products; Financial asset management; Onlinereal-time tax payment processingtax payment financial managementtax payment financial analysis services; Financial servicescredit repair and restoration; Financial servicesreal estate note brokerage; Financial servicesmicrofinance lending services; Financial advice relating to tax; Financial consulting servicesexpert analysis in finance; Financial information and advisory services
Publications
History of USPTO decisions and trademark events.
22 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
09/30/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/12/2025
PUBO
PUBLISHED FOR OPPOSITION
08/12/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/06/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/01/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/01/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/01/2025
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
07/01/2025
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
05/22/2025
GNFR
FINAL REFUSAL E-MAILED
05/22/2025
CNFR
FINAL REFUSAL WRITTEN
05/22/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/22/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/21/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/21/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/18/2025
GNRT
NON-FINAL ACTION E-MAILED
04/18/2025
CNRT
NON-FINAL ACTION WRITTEN
04/18/2025
DOCK
ASSIGNED TO EXAMINER
04/17/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/16/2025
MAFR
APPLICATION FILING RECEIPT MAILED
10/15/2024
NWAP
NEW APPLICATION ENTERED
10/15/2024
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