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Official data from USPTO

WEALTHBOOK

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

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: US

Quick snapshot

WEALTHBOOK

ST13

US500000099242467

Class

36

Filing

99242467

Registration

8339407

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

19

Latest update

07/07/2026

Classification

Registered

Trademark type

Word

Nice classes

36

Filing date

06/19/2025

Registration date

07/07/2026

Expiration date

-

Recommended action

Perform a full collision analysis and validate classes before any filing or trademark investment.

Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/07/2026

Last transaction

07/07/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

First use anywhere

11/04/2019

First use in commerce

11/04/2019

Drawing code

4

Owner type

16

Owner location

Birmingham, AL, US

Examiner

LEE, REBECCA ANN

Law office

O20

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Arlington Trust Company, LLC

Representatives

MICHAEL SANDLIN DENNISTON Bradley Arant Boult Cummings LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial services, namely, wealth management services; Investment management

Publications

History of USPTO decisions and trademark events.

19 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

07/07/2026

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

07/07/2026

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

06/05/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/03/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/03/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/03/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/16/2026

GNRT

NON-FINAL ACTION E-MAILED

03/16/2026

CNRT

NON-FINAL ACTION WRITTEN

03/16/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/19/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/19/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/19/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

11/22/2025

GNRT

NON-FINAL ACTION E-MAILED

11/22/2025

CNRT

NON-FINAL ACTION WRITTEN

11/22/2025

DOCK

ASSIGNED TO EXAMINER

11/06/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/27/2025

MAFR

APPLICATION FILING RECEIPT MAILED

06/19/2025

NWAP

NEW APPLICATION ENTERED

06/19/2025

Continuous trademark protection

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