TrademarkDir
NERDWALLET WEALTH PARTNERS
LIVE

Serial Number

99245060

Owner

NerdWallet Wealth Partners, LLC

Attorney

CHARLES G. GIGER

First Use Date

Jun 17, 2025

Filing Date

Jun 20, 2025

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NERDWALLET WEALTH PARTNERS Trademark

Serial Number: 99245060 • Registration: 8279775

NERDWALLET WEALTH PARTNERS is a trademark filed by NerdWallet Wealth Partners, LLC on June 20, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

NerdWallet Wealth Partners, LLC

123 William Street, 21st Floor
New York, NY 10038

Entity Type: 16

Trademark Details

Filing Date

June 20, 2025

Registration Date

June 2, 2026

First Use Anywhere

June 17, 2025

First Use in Commerce

June 17, 2025

Published for Opposition

April 14, 2026

Goods & Services

Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management; Financial planning; Financial advice; Financial consulting; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting services; Consulting and information concerning insurance; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 2, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 2, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 14, 2026 NPUB
PUBLISHED FOR OPPOSITION
Apr 14, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 8, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 16, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 11, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 11, 2026 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Mar 11, 2026 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Dec 15, 2025 GNFN
FINAL REFUSAL E-MAILED
Dec 15, 2025 GNFR
FINAL REFUSAL WRITTEN
Dec 15, 2025 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 11, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 11, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 11, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 10, 2025 GNRN
NON-FINAL ACTION E-MAILED
Nov 10, 2025 GNRT
NON-FINAL ACTION WRITTEN
Nov 10, 2025 CNRT
ASSIGNED TO EXAMINER
Nov 10, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 28, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Jun 20, 2025 MAFR
NEW APPLICATION ENTERED
Jun 20, 2025 NWAP

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