KEYSTONE WEALTH MANAGEMENT
LIVE

Serial Number

99739821

Owner

David M Becker

First Use Date

Jun 21, 2017

Filing Date

Apr 1, 2026

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KEYSTONE WEALTH MANAGEMENT Trademark

Serial Number: 99739821

KEYSTONE WEALTH MANAGEMENT is a trademark filed by David M Becker on April 1, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

David M Becker

999 Home Plaza, Suite 100G
Waterloo, IA 50701

Entity Type: 03

Trademark Details

Filing Date

April 1, 2026

Registration Date

Not Registered

First Use Anywhere

June 21, 2017

First Use in Commerce

June 21, 2017

Goods & Services

Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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; Strategic financial advisory services

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 6, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jul 6, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jul 6, 2026 CNRT
ASSIGNED TO EXAMINER
Jun 29, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Apr 1, 2026 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 1, 2026 NWOS
NEW APPLICATION ENTERED
Apr 1, 2026 NWAP