EMORY WEALTH
LIVE

Serial Number

99622539

Owner

Michael Allen Harris

First Use Date

Jan 1, 2025

Filing Date

Jan 29, 2026

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EMORY WEALTH Trademark

Serial Number: 99622539

EMORY WEALTH is a trademark filed by Michael Allen Harris on January 29, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Michael Allen Harris

13006 Meadowheath Cv.
Austin, TX 78729

Entity Type: 01

Trademark Details

Filing Date

January 29, 2026

Registration Date

Not Registered

First Use Anywhere

January 1, 2025

First Use in Commerce

January 1, 2025

Goods & Services

Financial advisory services; Financial portfolio analysis services; Financial customs brokerage services; Strategic financial advisory services; On-line financial planning services; Financial risk assessment services; Providing financial research services; Financial wealth management services; Providing financial advisory services; Financial due diligence services; Financial analysis and research services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services in the nature of providing an investment option available for life insurance products; Financial consulting services, namely, expert analysis in finance; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial 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; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

Filing History

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 24, 2026 GNEN
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 24, 2026 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 24, 2026 XAEC
EXAMINERS AMENDMENT E-MAILED
Jun 24, 2026 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 24, 2026 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 10, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jun 10, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jun 10, 2026 CNRT
ASSIGNED TO EXAMINER
May 27, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 31, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Jan 29, 2026 MAFR
NEW APPLICATION ENTERED
Jan 29, 2026 NWAP