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Official data from USPTO

INVESTING WELL

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

INVESTING WELL

ST13

US500000099564961

Class

36, 41

Filing

99564961

Registration

8314813

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

10

Latest update

06/23/2026

Trademark type

Word

Nice classes

36, 41

Filing date

12/24/2025

Registration date

06/23/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/23/2026

Last transaction

06/23/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

05/16/2007

First use in commerce

05/16/2007

Drawing code

4

Owner type

16

Owner location

Canton, GA, US

Examiner

SENSOR, JAMES EARL

Law office

O20

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Five Talents Wealth Management, LLC

Representatives

Erica L. Tritt The Sladkus Law Group

Technical classification

Nice Classes

Class 36Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial wealth management services; Financial serviceswealth management services; Providing information in the field of wealth management; Financial information and advisory services; Financial consultancy services; Financial planning; Estate planning; Financial planning for retirement; Financial risk management; Insurance risk management; Financial risk management consultation; Financial advice relating to tax; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Providing information in the field of financial planning for higher education

Class 41

Education servicesproviding classesseminarspresentationsworkshopsmentoringtutoring in the field of financial literacy and financial wealth management

Publications

History of USPTO decisions and trademark events.

10 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

06/23/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

06/23/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/05/2026

PUBO

PUBLISHED FOR OPPOSITION

05/05/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/29/2026

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/09/2026

DOCK

ASSIGNED TO EXAMINER

04/06/2026

MAFR

APPLICATION FILING RECEIPT MAILED

12/24/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/24/2025

NWAP

NEW APPLICATION ENTERED

12/24/2025

Continuous trademark protection

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