NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/06/2026
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Dado oficial do USPTO
WEALTH BEYOND MATH
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Active USPTO registrationTipo: VerbalEscritório: US
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WEALTH BEYOND MATH
ST13
US500000098593500Classe
36, 41
Pedido
98593500
Registro
8296940
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
21
Atualização mais recente
09/06/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
36, 41
Data de depósito
10/06/2024
Data de registro
09/06/2026
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
09/06/2026
Última transação
09/06/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Fundamento do pedido
Intent to use
Primeiro uso
18/03/2024
Primeiro uso no comércio
18/03/2024
Código do desenho
4
Tipo de titular
16
Localização do titular
Austin, TX, US
Examinador
NUNLEY, CHRISTOPHER MICHAEL
Unidade examinadora
L40
Localização atual
PUBLICATION AND ISSUE SECTION
Titulares e representantes
Titulares
Wealth Beyond Math LLC
Representantes
AMIT KULKARNI
Classificação técnica
Classes Nice
Classe 36Classe 41
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 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
Classe 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
Publicações
Histórico de despachos e eventos da marca no USPTO.
21 publicações encontradas
R.PR
REGISTERED-PRINCIPAL REGISTER
09/06/2026
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
16/05/2026
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
16/05/2026
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/05/2026
IUAF
USE AMENDMENT FILED
15/12/2025
EISU
TEAS STATEMENT OF USE RECEIVED
15/12/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
23/09/2025
TMBN
TTAB RELEASE CASE TO TRADEMARKS
13/08/2025
OP.T
OPPOSITION TERMINATED NO. 999999
13/08/2025
OP.D
OPPOSITION DISMISSED NO. 999999
13/08/2025
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
15/03/2025
OP.I
OPPOSITION INSTITUTED NO. 999999
21/02/2025
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
13/02/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
14/01/2025
PUBO
PUBLISHED FOR OPPOSITION
14/01/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/01/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
20/12/2024
DOCK
ASSIGNED TO EXAMINER
18/12/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
14/12/2024
NWAP
NEW APPLICATION ENTERED
10/06/2024
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