USPTO serial 79376059
W WEALTHCLUB
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 7, 2025
- Examiner
- THOMAS, JULIE
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Anthony M. Keats
Anthony M. Keats Keats Gatien, LLP120 S. El Camino Dr., Suite 207c/o Keats Gatien, LLPBeverly Hills, CA 90212Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Banking services and financial services in the nature of venture capital advisory services; Financial consulting services; Financial investment brokerage services; financial consultancy services; Financial services, namely, wealth management services; Financial information services; Financial affairs services, namely, financial information, management and analysis services; Financial valuation of venture capital and private equity investments; Financial broker services in the fields of securities, stocks, bonds, mutual funds, exchange traded funds, venture capital and private equity funds; Financial planning services; Financial research services; Financial analysis services; Financial appraisal of venture capital and private equity investments; Financial consultation services; Financial securities exchange services; Financial consultancy and information services; Banking services; Financial guarantee services; Financial investigation services, namely, financial research; Financial and investment consultancy services; Financial advisory services for companies; Financial market information services, namely, providing information in the field of financial stock and equity markets; Financial research in the field of economics; Brokerage services in financial markets, namely, brokerage in the fields of stocks, bonds, options, commodities, and futures; Financial investment advisory services; Personal financial planning services; Financial advisory services for individuals; Financial consultancy services relating to investments; Financial advice and consultancy services; Financial investment research services; Financial services provided to partnerships, namely, venture capital advisory services, seed investment, and private equity fund investment services; Consultancy services relating to financial investment; Advisory services relating to financial investments; Financial consulting and advisory services; Financial advisory services relating to tax; Financial advisory services provided for bankers; Financial advisory services relating to assets management; Financial services relating to bonds, namely, brokerage of bonds; Financial planning and investment advisory services; Computerized financial services, namely, money lending; Financial guarantees and surety services; Advisory services relating to financial planning; Brokerage services in the field of financial instruments; Investment brokerage; Capital investment brokerage; Investment banking; Investment consultancy; Capital investment consultancy; Securities investment services for others via the Internet; Investment of funds for others in the field of securities; Capital investment consulting; Stock investment management; Equity capital investment in international companies; Investment management; Capital investment services; Financial management in the field of investment portfolios; Financial management of investment portfolio; Capital investment advisory services; Asset acquisition for financial investment; Financial investment portfolio management services; Investment advisory services; Equity capital investment; Investment services, namely, asset management services; Financial development of financial investment portfolios; Securities brokerage and trading services; Private equity fund investment services; Private equity fund investment management; Capital investment fund management; Management of a capital investment fund; Mutual fund investment; Global financial investment research; Financial investment analysis and stock research; Pension fund investment management; Financial services, namely, investment fund transfer and transaction services; Financial management of collective investment schemes; Investment advice; Financial administration of capital investment; Financial investment analysis; Fund investment consultation; Computerized securities brokerage services; Financial management of risk capital, investment capital and development capital; Personal equity plan investment, namely, private equity fund investment services; Financial advice relating to investment for retirement; Advice relating to investments; Independent financial planning advice; Financial advice relating to tax; Financial advice relating to tax planning; Financial advice relating to taxation; Financial advice relating to pensions; Financial advice in the field of income tax; Financial advice relating to income tax; Provision of investment information; Financial advice relating to retirement; Financial advice relating to inheritance; Stock research services relating to investment; Financial information, data analysis, advice and consultancy services; Venture capital financing; Venture capital advisory and venture capital fund management services; Venture capital fund management; Venture capital financing and project capital investment services; Venture capital advisory services; Venture capital funding services to emerging and start-up companies; Venture capital funding services for commercial entities; Venture capital funding services for non-profit entities; Venture capital funding services for research institutions; Financing of investments; Mutual fund investments; Providing working capital; Financial administration of investment funds; Investment of funds for others; Management of private equity funds; Financial custody services, namely, maintaining possession of financial investments for others for financial management purposes; Monitoring of investment funds; Corporate financing; Fixed income investment services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Hedge fund management; Management of hedge funds; Venture capital funds management; Pension fund management; Private equity fund management services; Mutual fund management; Offshore fund management, namely, management of private equity funds; Pension fund financial management; Financial management of funds of others; Corporate funds management; Venture capital funds management services; Fund management for private clients, namely, management of private equity funds; Financial counselling services, namely, helping others manage their pension funds; Financial portfolio management; Provision of financial information for professionals in the field of portfolio management, for portfolio management; Hedge fund investment services; Financial asset management; Cash management; Management of financial assets; Financial asset and portfolio management; Financial and investment services, namely, management in the field of stocks; Financial and investment services, namely, management in the field of securities; Trusteeship representatives of fund assets; Wealth management; Financial administration of private client unit trusts; corporate finance, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial management of shares in other companies; Corporate lending; Corporate finance consultancy in the field of capital structure; Time-share property management services; Financial consulting; Financial information; Provision of financial information; Providing investors with financial information; Financial advisory services; Providing financial information; Financial research; Financial information and evaluations; Financial consultancy relating to loans; Financial analysis; Financial planning services relating to taxation; Planning of finances relating to taxation; Financial transactions via blockchain, namely, blockchain-based payment verification services; Trading in currencies; Currency trading; Electronic transfer of cryptocurrency; On-line real time currency trading; Brokerage of currency, namely, currency trading; Financial exchange of virtual currency; Electronic cash transactions; Crowdfunding; Currency trading and exchange services; Virtual currency trading services; Trading in foreign currency; Currency exchange services; Financial transactions relating to currency swaps, namely, currency trading; Electronic credit card transaction processing; Foreign currency exchange services; Processing of electronic wallet payments; Financial consultancy relating to the execution of cashless payment transactions; Online banking services; Automated banking services relating to credit card transactions; Foreign currency dealing, namely, foreign currency trading; Financial banking; Monetary exchange services, namely, exchanging gold of others for cash; Foreign exchange transactions; Electronic commerce payment services, namely, establishing funded accounts used to purchase goods and services on the Internet; Monetary exchange operations, namely, exchanging gold of others for cash; Mortgage banking; Bill payment services provided via an electronic wallet services; Commodity exchange; Crowdfunding services in the nature of providing financing from money collected from individuals; Trading of financial derivatives; Safe deposit box services for precious metals; Mobile banking services | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 30, 2026 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Apr 10, 2026 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Apr 10, 2026 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Jan 7, 2026 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Oct 7, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 7, 2025 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 3, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 19, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 19, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Aug 13, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 14, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 30, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 30, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 30, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 24, 2025 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Jan 8, 2025 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Jan 8, 2025 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Dec 6, 2024 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 6, 2024 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Dec 6, 2024 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Aug 8, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 8, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 8, 2024 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 27, 2024 | RFNT | REFUSAL PROCESSED BY IB | — |
| Feb 8, 2024 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Feb 8, 2024 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jan 20, 2024 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jan 20, 2024 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 14, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 15, 2023 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 11, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 10, 2023 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |