TEXAS WEALTH REPORT

Live / Allowed — Publication / registration review complete (as of 14 Oct 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 19 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number
99344943
Mark type
Word mark
Filed
19 Aug 2025
Registered
03 Nov 2026
Next maintenance filing
§8 declaration of use, due by 03 Nov 2032 (grace period to 03 May 2033)
Attorney of record
DEBORAH L. LIVELY

Goods and services

  • Class 041 — Education and entertainment services: Educational and entertainment services, namely, a continuing program about financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax and tax planning advice accessible via television, video, and computer networks; Providing online non-downloadable videos in the fields of financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax, and tax planning advice; Entertainment services, namely, an ongoing series featuring financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax, and tax planning advice provided through television, webcasts, and computer networks; Providing a website featuring non-downloadable videos in the fields of financial planning, financial planning for retirement, financial wealth management services, financial advisory services, tax, and tax planning advice

Owner

Prosecution history

  • 05 Oct 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 01 Oct 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 01 Oct 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 01 Oct 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 09 Jul 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 09 Jul 2026 — FINAL REFUSAL E-MAILED
  • 09 Jul 2026 — FINAL REFUSAL WRITTEN
  • 20 Jun 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 20 Jun 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 20 Jun 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 31 Mar 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 31 Mar 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 06 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 06 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 06 Jan 2026 — NON-FINAL ACTION WRITTEN

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