USPTO serial 90546744
INNOVATE WEALTH
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 9, 2025
- Examiner
- LEHKER, DAWN FELDMAN
- Law office
- PUBLICATION AND ISSUE SECTION
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
DALLAS, TX, US
DALLAS, TX, US
Integrity Marketing Group, LLC
Dallas, TX, US
Integrity Marketing Group, LLC
Dallas, TX, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
William Zac Duffy
William Zac Duffy Munsch Hardt Kopf & Harr, PC500 N. Akard Street. Suite 4000Dallas, TX 75201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice and consultancy services; Insurance and financial information and consultancy services; Development of insurance policies and products for insurance brokers and insurance carriers; Insurance consultation services; Insurance administration; investment management of and distribution of insurance and variable annuities | ACTIVE | Jul 11, 2023 |
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.
- Other trademarks owned by INTEGRITY, LLC
- Other trademarks owned by INTEGRITY, LLC
- Other trademarks owned by Integrity Marketing Group, LLC
- Other trademarks owned by Integrity Marketing Group, LLC
- Other trademarks in Class 036
- Similar marks named INNOVATE WEALTH
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 2, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 2, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jun 2, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 9, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 9, 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. |
| Aug 20, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 20, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 5, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 4, 2025 | IUAF | USE AMENDMENT FILED | — |
| Aug 4, 2025 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jul 17, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 15, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 15, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jul 15, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 16, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 15, 2025 | EX5G | SOU EXTENSION 5 GRANTED | — |
| May 8, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 3, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 2, 2025 | EXT5 | SOU EXTENSION 5 FILED | — |
| Aug 1, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 1, 2024 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Aug 1, 2024 | EXT4 | SOU EXTENSION 4 FILED | — |
| Aug 1, 2024 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 2, 2024 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 31, 2024 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jan 31, 2024 | EXT3 | SOU EXTENSION 3 FILED | — |
| Jan 31, 2024 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Aug 3, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Aug 1, 2023 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Aug 1, 2023 | EXT2 | SOU EXTENSION 2 FILED | — |
| Aug 1, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 31, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 27, 2023 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 27, 2023 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 27, 2023 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Aug 2, 2022 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jun 22, 2022 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| May 9, 2022 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Apr 12, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 12, 2022 | 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. |
| Mar 23, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 5, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 5, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 5, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 5, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 5, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 5, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 5, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 5, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Oct 5, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 5, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 5, 2021 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 5, 2021 | 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. |
| Oct 5, 2021 | 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 28, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 27, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 27, 2021 | 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. |
| Aug 2, 2021 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 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. |
| Aug 2, 2021 | GNRT | NON-FINAL ACTION E-MAILED | 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. |
| Aug 2, 2021 | 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. |
| Jul 29, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| May 27, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 1, 2021 | NWAP | NEW APPLICATION ENTERED | — |