Serial Number
99339356
Owner
Wealth Financial Services & Tax AdvisoryFirst Use Date
Jan 1, 2013
Filing Date
Aug 15, 2025
WEALTH FINANCIAL SERVICES & TAX ADVISORY Trademark
Serial Number: 99339356 • Registration: 8375651
Trademark Classes
Owner Contact Info
600 North Buffalo Grove Road
Buffalo Grove, IL 60089
Entity Type: 03
Legal Representation
Correspondence Address
Wealth Financial Services & Tax Advisory
600 North Buffalo Grove Road
Suite 100
Buffalo Grove, IL 60089
United States
Trademark Details
Filing Date
August 15, 2025
Registration Date
August 4, 2026
First Use Anywhere
January 1, 2013
First Use in Commerce
January 1, 2013
Published for Opposition
May 5, 2026
Goods & Services
Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial services, namely, wealth management services; Social security and Medicare claims administration and consulting services rendered to individuals
Tax preparation
