Keystone Wealth Management Trademark - Class 36 Financial Services
Summary
The USPTO published trademark application TM99739821 for KEYSTONE WEALTH MANAGEMENT covering Class 36 financial services including wealth management, financial planning, investment advisory, and portfolio management. The publication initiates a standard 30-day opposition period during which third parties may challenge the registration.
What changed
The USPTO published trademark application TM99739821 for KEYSTONE WEALTH MANAGEMENT on April 2, 2026. The application covers 22 financial services including financial planning, investment advisory, portfolio management, and wealth management services. Serial number TM99739821 was filed on April 1, 2026.
No immediate action is required by market participants. Third parties who believe this mark conflicts with their existing trademarks have approximately 30 days to file an opposition with the USPTO. Financial service firms and investment advisers should review the published services to determine if potential confusion exists with their own brands.
Archived snapshot
Apr 3, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
← USPTO Trademark Applications
KEYSTONE WEALTH MANAGEMENT
Published for Opposition TM99739821 Kind: published Apr 02, 2026
Abstract
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 Date
2026-04-01
Related changes
Get daily alerts for USPTO Trademarks - Insurance & Finance (Class 036)
Daily digest delivered to your inbox.
Free. Unsubscribe anytime.
Source
About this page
Every important government, regulator, and court update from around the world. One place. Real-time. Free. Our mission
Source document text, dates, docket IDs, and authority are extracted directly from USPTO.
The summary, classification, recommended actions, deadlines, and penalty information are AI-generated from the original text and may contain errors. Always verify against the source document.
Classification
Who this affects
Taxonomy
Browse Categories
Get alerts for this source
We'll email you when USPTO Trademarks - Insurance & Finance (Class 036) publishes new changes.
Subscribed!
Optional. Filters your digest to exactly the updates that matter to you.